Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionTrinity Legacy Partners, LLC
Latest Disclosed Ownership15,195 shares
Latest Disclosed Value $ 7,256,220
Trinity Legacy Partners, LLC reports 2.54% increase in ownership of BRKB / Berkshire Hathaway Inc.

On April 16, 2026 - Trinity Legacy Partners, LLC filed a 13F-HR form disclosing ownership of 15,195 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $7,256,220 USD as of March 31, 2026.

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)
2026-04-16 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,195 376 2.54 7,256 -2.58 1.5711
2026-01-26 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,819 241 1.65 7,449 7.00 1.7087
2025-11-04 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,578 1,128 8.39 6,962 9.81 1.6023
2025-07-21 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,450 20 0.15 6,339 -7.78 1.5401
2025-05-14 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,430 -512 -3.67 6,875 8.78 1.7393
2025-02-03 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,942 411 3.04 6,320 1.54 1.6282
2024-10-31 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,531 -93 -0.68 6,224 12.29 1.5992
2024-08-14 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,624 185 1.38 5,542 -1.93 1.5762
2024-04-24 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,439 -327 -2.38 5,651 15.12 1.6553
2024-02-14 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,766 -45 -0.33 4,910 1.49 1.5471
2023-10-11 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,811 -3,137 -18.51 4,838 -16.30 1.6711
2023-07-10 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,948 69 0.41 5,779 10.90 2.0201
2023-04-06 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,879 624 3.84 5,212 3.78 1.9576
2023-01-09 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,255 -26 -0.16 5,021 15.50 1.9996
2022-10-12 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16,281 -2,007 -10.97 4,347 -14.65 1.8577
2022-07-12 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,288 -321 -1.72 5,093 -22.45 1.9792
2022-04-13 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,609 15,363 473.29 6,567 576.31 2.2171
2022-01-13 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,246 464 16.68 971 27.93 0.3292
2021-10-12 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,782 179 6.88 759 4.40 0.2725
2021-07-15 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,603 -65 -2.44 727 0.14 0.2672
2021-04-21 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,668 2 0.08 726 17.48 0.2893
2021-01-20 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,666 -33 -1.22 618 7.85 0.2807
2020-10-15 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,699 0 0.00 573 16.23 0.2767
2020-07-08 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,699 -62 -2.25 493 -0.60 0.2528
2020-04-06 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,761 0 0.00 496 -21.39 0.3493
2020-01-10 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,761 17 0.62 631 10.51 0.2951
2019-10-16 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,744 200 7.86 571 12.85 0.2824
2019-08-13 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,544 40 1.60 506 0.60 0.3477
2019-04-23 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,504 7 0.28 503 -1.37 0.3305
2019-03-28 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,497 2,497 510 0.4936
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.