BRK-B · News · 20260901N

Portfolio Reshaping Under Abel

BERKSHIRE HATHAWAY INC · 2026-09-01 · Importance 35 · Surprise 42

Greg Abel assumed oversight of Berkshire Hathaway’s $357 billion investment portfolio after Warren Buffett retired as CEO on December 31. Berkshire or Buffett has sold Bank of America shares for eight consecutive quarters, indicating continued portfolio reduction under the leadership transition. The reported strategy also includes increasing Berkshire’s Alphabet exposure, potentially making it the company’s No. 3 holding. These transactions represent a strategic shift in portfolio allocation rather than a disclosed change in operating guidance.

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