Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD 01-30-2024 12-31-2023 33 6,095,449,846
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
BERKSHIRE HATHAWAY INC DEL CL B NEW 1 $695,005,509 1,948,650 0.01 0.01 -134,583 -6.46 12-31-2023
AMERICAN EXPRESS CO COM 2 $667,685,193 3,564,029 0.01 0.01 -8,714 -0.24 12-31-2023
MOODYS CORP COM 3 $652,074,680 1,669,589 0.01 0.01 -24,351 -1.44 12-31-2023
MASTERCARD INCORPORATED CL A 4 $624,405,095 1,463,987 0.01 0.01 1,243 0.08 12-31-2023
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