Baird Financial Group 13F: Cuts BRKA Stake by $2.2M

Baird Financial Group reduced its BRKA holdings by 4.6%, now holding 62 shares.

By EarningsIQ Research Desk · Published Jun 19, 2026, 4:35 AM EDT · Updated Jul 1, 2026, 4:36 AM EDT

Reviewed by automated data checks against the source filing. How we make and check alerts

Baird Financial Group sold 3 shares from its stake in Brka ($BRKA), a 4.62% decrease, according to a 13F filing with the SEC dated May 14, 2026. It reported 62 shares worth $45.48 million at the end of the quarter.

Since the filing, $BRKA is down 1.2% after 1 week, up 2.0% after 1 month and up 9.7% to date (from the $727,180 close on May 14, 2026).

Find the original: Baird Financial Group 13F filings on SEC EDGAR

BRKA Brka

$798,000 +7.24% year to date

Daily close · Oct 16, 2026

Key Points

Baird Financial Group cut its stake in BRKA by 3 shares, a 4.6% reduction, ending with 62 shares.
BRKA shares traded around $733,550, with a total value of the position at $45.48 million.
There were no other institutional activities, insider trades, or analyst updates reported for BRKA.

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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Brka alert may contain errors. Disclosures

Baird Financial Group recently trimmed its holdings in BRKA, reducing its stake by 3 shares. This action, reported in a Form 13F filing with the SEC on May 14, 2026, reflects a decrease of 4.6%, bringing their total holdings to 62 shares. The value of this position is approximately $45.48 million.

13F track record

Baird Financial Group vs. the S&P 500

YTD return +10.98% hypothetical

All-time return +76.38% S&P 500 +85.58%

vs. S&P 500 -9.20% behind the index

Hypothetical returns from Baird Financial Group's disclosed trades, not real profit or advice. How we model this.

What Changed in Baird Financial Group's BRKA Position

Baird Financial Group reduced its position in BRKA from 65 shares to 62 shares, a decrease of 3 shares. This adjustment represents a 4.6% reduction in their holdings. The current value of the position is about $45.48 million, based on the latest filing.

Other Institutional Activity in BRKA

There were no other reported changes in institutional holdings for BRKA according to the available data.

BRKA Stock Snapshot

BRKA shares are trading near $733,550. The stock's current trading price is a key metric for investors considering the company's valuation and market performance.

Bottom Line

Baird Financial Group's recent filing shows a slight reduction in its BRKA holdings, reflecting a strategic adjustment. Investors often track changes in institutional positions to gauge market sentiment, though it's important to remember that 13F filings are backward-looking and may not represent current positions.

More on this

Source: Baird Financial Group's 13F filing on $BRKA (May 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Baird Financial Group 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts