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 		$144K Hold
300
– – ﹤0.01% 2844
2025
Q4 		$151K Sell
300
-53,300
-99% -$26.5M ﹤0.01% 2648
2025
Q3 		$26.9M Buy
53,600
+53,200
+13,300% +$25.8M 0.03% 531
2025
Q2 		$194K Buy
+400
New +$203K ﹤0.01% 2460
2024
Q4 		– Sell
-17,100
Closed -$7.87M – 2596
2024
Q3 		$7.87M Sell
17,100
-11,600
-40% -$5.13M 0.01% 847
2024
Q2 		$11.7M Sell
28,700
-51,600
-64% -$21.1M 0.02% 671
2024
Q1 		$32.9M Buy
80,300
+13,900
+21% +$5.47M 0.05% 351
2023
Q4 		$23.7M Sell
66,400
-9,800
-13% -$3.44M 0.04% 426
2023
Q3 		$26.7M Sell
76,200
-72,100
-49% -$25.6M 0.05% 350
2023
Q2 		$50.6M Buy
148,300
+85,800
+137% +$28M 0.1% 210
2023
Q1 		$19.3M Sell
62,500
-46,700
-43% -$14.4M 0.04% 479
2022
Q4 		$33.7M Buy
+109,200
New +$32.4M 0.08% 297
2022
Q3 		– Sell
-79,600
Closed -$21.7M – 3359
2022
Q2 		$21.7M Sell
79,600
-5,700
-7% -$1.79M 0.04% 430
2022
Q1 		$30.1M Buy
85,300
+81,300
+2,033% +$26.3M 0.06% 362
2021
Q4 		$1.2M Buy
4,000
+3,700
+1,233% +$1.06M ﹤0.01% 2385
2021
Q3 		$82K Hold
300
– – ﹤0.01% 2910
2021
Q2 		$83K Buy
+300
New +$83.8K ﹤0.01% 2552

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.