Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionHalbert Hargrove Global Advisors, Llc
Latest Disclosed Ownership356 shares
Latest Disclosed Value $ 170,680
Halbert Hargrove Global Advisors, Llc ownership in BRKB / Berkshire Hathaway Inc.

On April 17, 2026 - Halbert Hargrove Global Advisors, Llc filed a 13F-HR form disclosing ownership of 356 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $170,680 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 356 shares of Berkshire Hathaway Inc.. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-17 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 356 0 0.00 171 -4.49 0.0082
2026-01-23 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 356 -174 -32.83 179 -33.08 0.0085
2025-10-16 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 530 165 45.21 266 50.28 0.0129
2025-07-17 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 365 82 28.98 177 18.00 0.0092
2025-04-18 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 283 -50 -15.02 151 -0.66 0.0085
2025-07-17 2024-12-31 13F/A-1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 333 333 151 0.0084
2025-02-05 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 333 333 151 0.0084
2024-10-16 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -598 -100.00 0 -100.00
2024-07-26 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 598 -1 -0.17 243 -3.57 0.0141
2024-04-18 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 599 599 252 0.0165
2024-01-24 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -680 -100.00 0 -100.00
2023-10-16 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 680 -36 -5.03 238 -2.46 0.0178
2023-08-14 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 716 -2,655 -78.76 244 -76.56 0.0178
2023-04-25 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,371 220 6.98 1,041 6.99 0.0705
2023-01-25 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,151 -4,655 -59.63 973 -53.33 0.0696
2022-10-24 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,806 142 1.85 2,085 -0.38 0.1611
2022-08-05 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,664 127 1.69 2,093 -21.35 0.1551
2022-05-13 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,537 -55 -0.72 2,661 17.22 0.1756
2022-02-14 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,592 -42 -0.55 2,270 8.98 0.1444
2021-10-29 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,634 4,713 161.35 2,083 156.53 0.1448
2021-07-29 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,921 101 3.58 812 12.78 0.0533
2021-05-06 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,820 1 0.04 720 10.26 0.0518
2021-02-04 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,819 14 0.50 653 9.38 0.0495
2020-11-10 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,805 348 14.16 597 35.99 0.0573
2020-08-10 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,457 -86 -3.38 439 -5.39 0.0645
2020-05-01 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,543 18 0.71 464 -18.74 0.0810
2020-02-12 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,525 -152 -5.68 571 2.51 0.1474
2019-11-12 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,677 39 1.48 557 -0.89 0.1477
2019-07-26 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,638 0 0.00 562 6.04 0.1526
2019-05-13 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,638 101 3.98 530 2.32 1.8683
2019-02-11 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,537 -23 -0.90 518 -5.47 0.1192
2018-10-31 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,560 -98 -3.69 548 10.48 0.1423
2018-08-10 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,658 -20 -0.75 496 -7.12 0.1307
2018-05-01 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,678 -11 -0.41 534 0.19 0.1416
2018-02-01 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,689 605 29.03 533 39.53 0.1396
2017-11-02 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,084 -94 -4.32 382 3.52 0.1052
2017-08-04 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,178 25 1.16 369 2.79 0.0981
2017-05-04 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,153 -233 -9.77 359 -7.71 0.0915
2017-02-09 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,386 99 4.33 389 17.88 0.1080
2016-11-09 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,287 -237 -9.39 330 -9.59 0.0928
2016-08-08 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,524 -51 -1.98 365 0.00 0.1046
2016-05-12 2016-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,575 -508 -16.48 365 -10.32 0.1312
2016-02-03 2015-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,083 14 0.46 407 1.75 0.1750
2015-11-12 2015-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,069 -3,151 -50.66 400 -52.77 0.1965
2015-08-11 2015-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,220 -598 -8.77 847 -13.92 0.2059
2015-05-01 2015-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,818 3,008 78.95 984 72.03 0.3158
2015-02-18 2014-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,810 -53 -1.37 572 7.12 0.2849
2014-11-12 2014-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,863 2,011 108.59 534 142.73 0.1474
2014-02-07 2013-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,852 1,852 220 0.0680
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.