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Segment Wealth Management, LLC → BRK/A

Segment Wealth Management, LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
8
Latest value
$80.5M
Q3 2026
Peak value
$82.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$31.7M
Q4 2025$82.1M
Q1 2026$28M
Q1 2026$78.6M
Q2 2026$29.2M
Q2 2026$81.9M
Q3 2026$28.4M
Q3 2026$80.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$80.5M161.7K——
Q3 2026$28.4M38——
Q2 2026$81.9M163.6K——
Q2 2026$29.2M39——
Q1 2026$78.6M164.0K——
Q1 2026$28M39——
Q4 2025$82.1M163.4K——
Q4 2025$31.7M42——

Other funds holding BRK/A

Other Segment Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$122.4M
VGES

VANGUARD INDEX FDS

$120.9M
VGES

VANGUARD INDEX FDS

$108.1M
VGES

VANGUARD INDEX FDS

$102.8M
GEV

GE VERNOVA INC

$69.9M
AVGO

BROADCOM INC

$64.1M
AVGO

BROADCOM INC

$60.4M
AVGO

BROADCOM INC

$59.8M