Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionCcg Wealth Management, Llc
Latest Disclosed Ownership3,883 shares
Latest Disclosed Value $ 1,860,734
Ccg Wealth Management, Llc reports 43.97% increase in ownership of BRKB / Berkshire Hathaway Inc.

On April 8, 2026 - Ccg Wealth Management, Llc filed a 13F-HR form disclosing ownership of 3,883 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $1,860,734 USD as of March 31, 2026. The entity filed a previous 13F-HR on April 12, 2022 disclosing 0 shares of Berkshire Hathaway Inc.. This represents a change in shares of 43.97% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-08 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,883 1,186 43.97 1,861 37.27 0.5044
2026-01-21 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,697 -283 -9.50 1,356 -9.55 0.5809
2025-11-03 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,980 142 5.00 1,498 8.71 0.7062
2025-07-25 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,838 -3 -0.11 1,379 -8.92 0.7265
2025-04-22 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,841 1 0.04 1,513 17.56 0.9051
2025-01-24 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,840 -28 -0.98 1,287 -2.50 0.7167
2024-10-15 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,868 12 0.42 1,320 13.70 0.7388
2024-07-31 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,856 557 24.23 1,162 20.19 0.6553
2024-04-18 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,299 1,330 137.25 967 180.00 0.5823
2024-01-30 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 969 26 2.76 346 4.55 0.2320
2023-10-10 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 943 60 6.80 330 9.63 0.2162
2023-07-14 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 883 18 2.08 301 12.73 0.1891
2023-04-12 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 865 -622 -41.83 267 -41.83 0.1767
2023-01-19 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,487 -47 -3.06 459 11.95 0.2552
2022-10-18 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,534 51 3.44 410 1.23 0.2503
2022-07-15 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,483 0 0.00 405 -22.56 0.2281
2022-04-12 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,483 29 1.99 523 20.23 0.2563
2022-01-20 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,454 0 0.00 435 9.57 0.2268
2021-10-26 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,454 0 0.00 397 -1.73 0.2299
2021-07-16 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,454 -71 -4.66 404 3.59 0.3139
2021-05-04 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,525 -757 -33.17 390 -26.28 0.3842
2021-02-04 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,282 848 59.14 529 73.44 0.5576
2020-11-10 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,434 -225 -13.56 305 3.04 0.2858
2020-08-04 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,659 6 0.36 296 -1.99 0.2760
2020-04-24 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,653 -671 -28.87 302 -42.59 0.2900
2020-01-30 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,324 156 7.20 526 16.63 0.3329
2019-11-14 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,168 220 11.29 451 8.67 0.3075
2019-08-06 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,948 893 84.64 415 95.75 0.2964
2019-05-03 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,055 1,055 212 0.1701
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.