BRK-B · News · 20260927N
Portfolio Reshaping Under Abel
BERKSHIRE HATHAWAY INC · 2026-09-27 · Importance 46 · Surprise 42 · In source text
Berkshire Hathaway reportedly purchased a net $20 billion of stocks in the latest quarter, ending a 14-quarter streak of net stock sales. The reversal occurred after Greg Abel became CEO and indicates a more active portfolio-allocation posture under the new leadership. The reported purchases are strategically material relative to Berkshire’s balance sheet and may increase exposure to technology and other selected equities.
Key facts
- Greg Abel broke Berkshire's 14-quarter streak of net stock sales by buying a net $20 billion last quarter. source
- Stock sales continued in the first quarter of 2026 after Greg Abel took over. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| assets | positive | realized | +1.6% | Greg Abel broke Berkshire's 14-quarter streak of net stock sales by buying a net $20 billion last quarter. |
| cash | negative | realized | -1.6% | Greg Abel broke Berkshire's 14-quarter streak of net stock sales by buying a net $20 billion last quarter. |