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Disclosery

Westchester Capital Management, Inc.: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westchester Capital Management, Inc. on BRK-B, newest first. How the timeline and the estimate are built.

Westchester Capital Management, Inc. held 57,422 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,422 shares
    Change vs previous 13F +123 shares

    5.17% of the 13F portfolio, value $28,733,395.

    13F-HR 0001104659-26-085982 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 57,299 shares
    Change vs previous 13F +394 shares

    5.53% of the 13F portfolio, value $27,457,681.

    13F-HR 0001104659-26-056078 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 56,905 shares
    Change vs previous 13F -201 shares

    5.91% of the 13F portfolio, value $28,603,298.

    13F-HR 0001104659-26-014458 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 57,106 shares
    Change vs previous 13F -424 shares

    6.17% of the 13F portfolio, value $28,709,470.

    13F-HR 0001104659-25-108451 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 57,530 shares
    Change vs previous 13F -136 shares

    6.58% of the 13F portfolio, value $27,946,348.

    13F-HR 0001104659-25-070873 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 57,666 shares
    Change vs previous 13F -538 shares

    7.64% of the 13F portfolio, value $30,711,758.

    13F-HR 0001104659-25-046340 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 58,204 shares
    Change vs previous 13F -738 shares

    6.64% of the 13F portfolio, value $26,382,709.

    13F-HR 0001104659-25-010664 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 58,942 shares
    Change vs previous 13F not available

    6.59% of the 13F portfolio, value $27,128,645.

    13F-HR 0001104659-24-113492 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).