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ZEGA Investments’s Berkshire Hathaway Class B BRK.B Stock Holding History

ZEGA Investments’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 		$651K Sell
1,300
-700
-35% -$337K 0.07% 162
2026
Q1 		$958K Buy
+2,000
New +$982K 0.11% 113

Other funds holding BRK.B

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ZEGA Investments's BRK.B Position: Q2 2026 in Review

ZEGA Investments increased its Berkshire Hathaway Class B (BRK.B) stake by 4.8% in Q2 2026, buying an estimated $89.9K and bringing the position to 4,049 shares worth $2.03M. The position accounts for 0.21% of the portfolio, ranked #64.

ZEGA Investments first reported a position in BRK.B in Q4 2024 and has held it in 7 quarters since. 3,317 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • ZEGA Investments held 4,049 shares of Berkshire Hathaway Class B worth $2.03M as of Q2 2026.
  • ZEGA Investments bought 187 Berkshire Hathaway Class B shares in Q2 2026, an estimated $89.9K.
  • Berkshire Hathaway Class B made up 0.21% of ZEGA Investments's portfolio in Q2 2026, its #64 holding.
  • ZEGA Investments first reported a position in Berkshire Hathaway Class B in Q4 2024 and has held it in 7 quarters since.
  • 3,317 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.