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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
-12,000
Closed -$5.52M – 381
2024
Q3 		$5.52M Buy
12,000
+9,800
+445% +$4.33M 0.15% 134
2024
Q2 		$895K Buy
+2,200
New +$899K 0.03% 553
2019
Q4 		– Sell
-19,300
Closed -$4.01M – 2165
2019
Q3 		$4.01M Buy
+19,300
New +$3.98M 0.08% 195
2018
Q3 		– Sell
-13,100
Closed -$2.44M – 1569
2018
Q2 		$2.44M Buy
+13,100
New +$2.55M 0.04% 370

Other funds holding BRK.B

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
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.