Marshall Wace
BRK.B icon

Marshall Wace’s Berkshire Hathaway Class B BRK.B Stock Holding History

Marshall Wace’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.16M Buy
6,600
+6,200
+1,550% +$3.04M ﹤0.01% 1540
2025
Q4 		$201K Sell
400
-100
-20% -$49.8K ﹤0.01% 2595
2025
Q3 		$251K Sell
500
-3,200
-86% -$1.55M ﹤0.01% 2494
2025
Q2 		$1.8M Buy
3,700
+3,000
+429% +$1.52M ﹤0.01% 1609
2025
Q1 		$373K Sell
700
-9,800
-93% -$4.76M ﹤0.01% 2190
2024
Q4 		$4.76M Sell
10,500
-14,800
-58% -$6.83M 0.01% 1087
2024
Q3 		$11.6M Sell
25,300
-3,800
-13% -$1.68M 0.01% 707
2024
Q2 		$11.8M Sell
29,100
-18,400
-39% -$7.52M 0.02% 658
2024
Q1 		$19.5M Buy
47,500
+5,600
+13% +$2.2M 0.03% 518
2023
Q4 		$14.9M Buy
41,900
+36,100
+622% +$12.7M 0.03% 564
2023
Q3 		$2.03M Sell
5,800
-82,100
-93% -$29.1M ﹤0.01% 1213
2023
Q2 		$30M Buy
87,900
+23,200
+36% +$7.57M 0.06% 345
2023
Q1 		$20M Sell
64,700
-126,000
-66% -$38.8M 0.04% 468
2022
Q4 		$58.9M Buy
190,700
+41,500
+28% +$12.3M 0.13% 171
2022
Q3 		$39.8M Buy
149,200
+36,800
+33% +$10.5M 0.09% 255
2022
Q2 		$30.7M Buy
112,400
+11,200
+11% +$3.51M 0.06% 322
2022
Q1 		$35.7M Buy
101,200
+90,600
+855% +$29.3M 0.07% 317
2021
Q4 		$3.17M Buy
+10,600
New +$3.04M 0.01% 1729
2021
Q2 		– Sell
-1,400
Closed -$358K – 2672
2021
Q1 		$358K Buy
+1,400
New +$340K ﹤0.01% 2067

Other funds holding BRK.B

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marshall Wace's BRK.B Position: Q1 2026 in Review

Marshall Wace increased its Berkshire Hathaway Class B (BRK.B) stake by 20% in Q1 2026, buying an estimated $35.2M and bringing the position to 422,674 shares worth $203M. The position accounts for 0.2% of the portfolio, ranked #76.

Marshall Wace first reported a position in BRK.B in Q2 2016 and has held it in 33 quarters since. 4,852 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Marshall Wace held 422,674 shares of Berkshire Hathaway Class B worth $203M as of Q1 2026.
  • Marshall Wace bought 71,613 Berkshire Hathaway Class B shares in Q1 2026, an estimated $35.2M.
  • Berkshire Hathaway Class B made up 0.2% of Marshall Wace's portfolio in Q1 2026, its #76 holding.
  • Marshall Wace first reported a position in Berkshire Hathaway Class B in Q2 2016 and has held it in 33 quarters since.
  • 4,852 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.