Paloma Partners’s Berkshire Hathaway Class B BRK.B Stock Holding History

Paloma Partners’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
2024 Q4	–	Sell	-11,900	Closed	-$5.48M	–	379
2024 Q3	$5.48M	Buy	11,900 +9,900	+495%	+$4.38M	0.15%	136
2024 Q2	$814K	Sell	2,000 -17,686	-90%	-$7.23M	0.02%	568
2024 Q1	$8.28M	Buy	+19,686	New	+$7.74M	0.44%	45
2021 Q3	–	Sell	-44,800	Closed	-$12.4M	–	1134
2021 Q2	$12.4M	Buy	44,800 +36,200	+421%	+$10.1M	0.22%	79
2021 Q1	$2.2M	Buy	+8,600	New	+$2.09M	0.05%	377
2020 Q3	–	Sell	-21,400	Closed	-$3.82M	–	2102
2020 Q2	$3.82M	Buy	+21,400	New	+$3.91M	0.07%	392
2019 Q4	–	Sell	-12,100	Closed	-$2.52M	–	2164
2019 Q3	$2.52M	Buy	+12,100	New	+$2.49M	0.05%	335
2018 Q3	–	Sell	-26,300	Closed	-$4.91M	–	1567
2018 Q2	$4.91M	Buy	+26,300	New	+$5.13M	0.09%	185

Other funds holding BRK.B

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Paloma Partners's BRK.B Position: Q4 2024 in Review

Paloma Partners sold out of Berkshire Hathaway Class B (BRK.B) in Q4 2024, closing a stake of 1,626 shares — an estimated $748K sold.

Paloma Partners first reported a position in BRK.B in Q2 2013 and held it in 23 quarters. The position peaked at $36.4M in Q2 2020. 4,518 funds tracked by Wall St. Rank hold BRK.B as of Q4 2024.

Paloma Partners reported no remaining Berkshire Hathaway Class B position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 1,626 Berkshire Hathaway Class B shares in Q4 2024, an estimated $748K.
Paloma Partners first reported a position in Berkshire Hathaway Class B in Q2 2013 and held it in 23 quarters.
Paloma Partners's Berkshire Hathaway Class B position peaked at $36.4M in Q2 2020.
4,518 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.