Confluence Dumps 42,203 BRK-B Shares in Q2

On July 1, 2025, Confluence Investment Management LLC disclosed the sale of 42,203 Berkshire Hathaway(NYSE:BRK.B) shares, reducing its position by $21.49 million for the quarter ended June 30, 2025, according to SEC data.

According to a July 1, 2025 SEC filing, Confluence Investment Management LLC reduced its stake in Berkshire Hathaway by 42,203 shares during the quarter ended June 30, 2025. The transaction represented $21.49 million in trade value. Following the sale, the fund's total holding is 101,968 shares, worth $49.53 million. The fund reported total 13F assets of $7.08 billion and 526 positions.

Trade direction: sell; post-trade Berkshire Hathaway stake is 0.70% of reported 13F AUM

Source Fool.com