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Berkshire Hathaway shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9M 12k 420.52
2023-12-31 $5.0M 13k 387.16
2023-09-30 $4.0M 11k 350.31
2023-06-30 $3.9M 11k 340.99
2023-03-31 $3.1M 10k 308.76
2022-12-31 $2.2M 7.2k 308.90