Shelter Mutual Insurance’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $24.8M | Hold |
34
| – | – | 5.74% | 1 |
|
2025
Q1 | $27.1M | Hold |
34
| – | – | 6.54% | 1 |
|
2024
Q4 | $23.2M | Hold |
34
| – | – | 5.77% | 1 |
|
2024
Q3 | $23.4M | Hold |
34
| – | – | 5.59% | 1 |
|
2024
Q2 | $20.8M | Hold |
34
| – | – | 5.42% | 1 |
|
2024
Q1 | $21.6M | Hold |
34
| – | – | 5.56% | 1 |
|
2023
Q4 | $18.4M | Sell |
34
-4
| -11% | -$2.17M | 5.09% | 1 |
|
2023
Q3 | $20.2M | Sell |
38
-4
| -10% | -$2.13M | 5.63% | 1 |
|
2023
Q2 | $21.7M | Sell |
42
-4
| -9% | -$2.07M | 5.28% | 1 |
|
2023
Q1 | $21.4M | Hold |
46
| – | – | 5.97% | 1 |
|
2022
Q4 | $21.6M | Hold |
46
| – | – | 6.19% | 1 |
|
2022
Q3 | $18.7M | Hold |
46
| – | – | 6.05% | 1 |
|
2022
Q2 | $18.8M | Hold |
46
| – | – | 5.7% | 1 |
|
2022
Q1 | $24.3M | Hold |
46
| – | – | 6.38% | 1 |
|
2021
Q4 | $20.7M | Hold |
46
| – | – | 5.38% | 2 |
|
2021
Q3 | $18.9M | Hold |
46
| – | – | 5.33% | 2 |
|
2021
Q2 | $19.3M | Hold |
46
| – | – | 5.37% | 2 |
|
2021
Q1 | $17.7M | Hold |
46
| – | – | 4.98% | 3 |
|
2020
Q4 | $16M | Hold |
46
| – | – | 5.02% | 3 |
|
2020
Q3 | $14.7M | Hold |
46
| – | – | 5.05% | 3 |
|
2020
Q2 | $12.3M | Sell |
46
-7
| -13% | -$1.87M | 4.59% | 3 |
|
2020
Q1 | $14.4M | Hold |
53
| – | – | 6.04% | 2 |
|
2019
Q4 | $18M | Hold |
53
| – | – | 6.11% | 2 |
|
2019
Q3 | $16.5M | Hold |
53
| – | – | 4.82% | 4 |
|
2019
Q2 | $16.9M | Sell |
53
-5
| -9% | -$1.59M | 4.82% | 4 |
|
2019
Q1 | $17.5M | Hold |
58
| – | – | 5.15% | 3 |
|
2018
Q4 | $17.7M | Hold |
58
| – | – | 5.68% | 2 |
|
2018
Q3 | $18.6M | Hold |
58
| – | – | 5.19% | 3 |
|
2018
Q2 | $16.4M | Sell |
58
-7
| -11% | -$1.97M | 4.85% | 3 |
|
2018
Q1 | $19.4M | Sell |
65
-7
| -10% | -$2.09M | 5.81% | 1 |
|
2017
Q4 | $21.4M | Hold |
72
| – | – | 6.39% | 1 |
|
2017
Q3 | $19.8M | Sell |
72
-7
| -9% | -$1.92M | 6.17% | 1 |
|
2017
Q2 | $20.1M | Hold |
79
| – | – | 6.17% | 1 |
|
2017
Q1 | $19.7M | Sell |
79
-6
| -7% | -$1.5M | 6.05% | 1 |
|
2016
Q4 | $20.8M | Hold |
85
| – | – | 6.38% | 1 |
|
2016
Q3 | $18.4M | Hold |
85
| – | – | 5.7% | 1 |
|
2016
Q2 | $18.4M | Sell |
85
-16
| -16% | -$3.47M | 5.59% | 1 |
|
2016
Q1 | $21.6M | Hold |
101
| – | – | 6.62% | 1 |
|
2015
Q4 | $20M | Hold |
101
| – | – | 6.22% | 1 |
|
2015
Q3 | $19.7M | Hold |
101
| – | – | 6.46% | 1 |
|
2015
Q2 | $20.7M | Buy |
+101
| New | +$20.7M | 6.23% | 1 |
|
2015
Q1 | – | Sell |
-101
| Closed | -$22.8M | – | 42 |
|
2014
Q4 | $22.8M | Hold |
101
| – | – | 6.14% | 1 |
|
2014
Q3 | $20.9M | Hold |
101
| – | – | 5.75% | 1 |
|
2014
Q2 | $19.2M | Hold |
101
| – | – | 5.26% | 1 |
|
2014
Q1 | $18.9M | Hold |
101
| – | – | 5.2% | 1 |
|
2013
Q4 | $18M | Hold |
101
| – | – | 4.75% | 1 |
|
2013
Q3 | $17.2M | Hold |
101
| – | – | 4.92% | 1 |
|
2013
Q2 | $17M | Buy |
+101
| New | +$17M | 5.03% | 1 |
|