Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
Institutiontru Independence LLC
Latest Disclosed Ownership4,784 shares
Latest Disclosed Value $ 2,292,493
tru Independence LLC reports 3.59% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On April 22, 2026 - tru Independence LLC filed a 13F-HR form disclosing ownership of 4,784 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $2,292,493 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 4,962 shares of Berkshire Hathaway Inc.. This represents a change in shares of -3.59% 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)
2026-04-22 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,784 -178 -3.59 2,292 -8.10 1.1337
2026-01-22 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,962 1,222 32.67 2,494 32.66 0.6289
2025-10-23 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,740 182 5.12 1,880 8.80 0.4884
2025-07-15 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,558 14 0.40 1,728 -8.43 0.4998
2025-04-30 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,544 10 0.28 1,887 17.86 0.5858
2025-01-22 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,534 9 0.26 1,602 -1.29 0.5032
2024-11-04 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,525 347 10.92 1,622 25.54 0.4749
2024-08-06 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,178 -46 -1.43 1,293 -4.65 0.3904
2024-04-18 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,224 0 0.00 1,356 17.93 0.3993
2024-01-10 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,224 0 0.00 1,150 1.77 0.3490
2023-11-08 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,224 0 0.00 1,129 2.73 0.3907
2023-08-14 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,224 0 0.00 1,099 10.45 0.3623
2023-04-25 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,224 109 3.50 995 3.43 0.3208
2023-01-30 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,115 -5 -0.16 962 0.3120
2022-11-03 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,120 0 0.00 1 0.2944
2022-08-04 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,120 -7 -0.22 1 -100.00 0.2738
2022-04-28 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,127 -11 -0.35 1 0.2991
2022-01-21 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,138 0 0.00 1 0.2558
2021-11-12 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,138 3,138 1 0.2394
2021-08-03 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 0 -7,315 -100.00 0 -100.00
2021-05-20 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,315 2,615 55.64 2 0.00 0.3537
2021-03-09 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B 084670702 4,700 -79 -1.65 1 0.00 0.0020
2020-11-19 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,779 -7,263 -60.31 1 -50.00 0.2886
2020-08-19 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B 084670702 12,042 2,377 24.59 2 100.00 0.3110
2020-05-19 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,665 0 0.00 2 0.00 0.2881
2020-05-19 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,665 9,665 2 0.2543
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.