J. M. Brown & Associates Inc.’s Berkshire Hathaway Class B BRK.B Stock Holding History

J. M. Brown & Associates Inc.’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 Q2	$1.95M	Buy	+3,901	New	+$1.88M	1.12%	19

Other funds holding BRK.B

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

J. M. Brown & Associates Inc.'s BRK.B Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Berkshire Hathaway Class B (BRK.B) in Q2 2026: 3,901 shares worth $1.95M. The stake represents 1.12% of the portfolio and ranks #19 among its holdings.

1,597 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

J. M. Brown & Associates Inc. held 3,901 shares of Berkshire Hathaway Class B worth $1.95M as of Q2 2026.
Berkshire Hathaway Class B was a new J. M. Brown & Associates Inc. position in Q2 2026.
Berkshire Hathaway Class B made up 1.12% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #19 holding.
1,597 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.