Berkshire Hathaway (BRK-A) Long-Term Investments (2009 - 2026)
Berkshire Hathaway (BRK-A) recorded quarterly Long-Term Investments of $20.0 billion in Q1 2026, little changed quarter-over-quarter from $20.0 billion in Q4 2025, and down 35.94% on a YoY basis from $31.1 billion in Q1 2025.
Berkshire Hathaway (BRK-A) Long-Term Investments (2009 - 2026) Analysis & Trends
Berkshire Hathaway's Long-Term Investments history runs 18 years deep, the most recent figure standing at $20.0 billion for Q1 2026.
- In Q1 2026, Long-Term Investments fell 35.94% year-over-year to $20.0 billion; the TTM figure through Mar 2026 stood at $20.0 billion (down 35.94% YoY), while the FY2025 annual figure was $20.0 billion, down 35.83% from the prior year.
- Long-Term Investments was $20.0 billion for Q1 2026 at Berkshire Hathaway, roughly flat from $20.0 billion in the prior quarter.
- In the past five years, Long-Term Investments ranged from a high of $31.1 billion in Q1 2025 to a low of $12.8 billion in Q1 2022.
- Historically, Long-Term Investments has averaged $25.6 billion across 5 years, with a median of $27.5 billion in 2023.
- The sharpest annual moves came in 2022 and 2026: Long-Term Investments jumped 304.97% in 2022, then slumped 35.94% in 2026.
- A 5-year view of Long-Term Investments shows it stood at $28.0 billion in 2022, then gained by 3.62% to $29.1 billion in 2023, then grew by 7.11% to $31.1 billion in 2024, then plunged by 35.83% to $20.0 billion in 2025, then declined by 0.14% to $20.0 billion in 2026.
- The last three Long-Term Investments figures came in at $20.0 billion (Q1 2026), $20.0 billion (Q4 2025), and $25.5 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | American International | 39.85 Bn | 1.02 Bn | 2.60 Bn | 90.85 Bn |
| 2 | Hartford Insurance | 35.40 Bn | 26.34 Bn | 2.15 Bn | 305.00 Mn |
| 3 | Arch Capital | 32.21 Bn | 31.30 Bn | 4.02 Bn | 46.79 Bn |
| 4 | Brookfield Wealth Solutions | 9.95 Bn | -3.21 Bn | 4.62 Bn | 110.04 Bn |
| 5 | FIHL | 2.04 Bn | 2.04 Bn | - | - |
| 6 | International General Insurance Holdings | 1.03 Bn | 811.79 Mn | 111.10 Mn | 2.40 Mn |
| 7 | Waterdrop | 632.07 Mn | 560.72 Mn | 129.34 Mn | 113.36 Mn |
| 8 | Sun Life Financial | 48.32 Mn | -8.02 Bn | - | 145.36 Bn |
| 9 | Exzeo | 1.16 Mn | -230.22 Mn | 32.74 Mn | 98.52 Mn |
| 10 | Berkshire Hathaway | - | - | 87.16 Bn | 19.95 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 19.95 Bn |
| Dec 31, 2025 | 19.98 Bn |
| Sep 30, 2025 | 25.52 Bn |
| Jun 30, 2025 | 25.32 Bn |
| Mar 31, 2025 | 31.14 Bn |
| Dec 31, 2024 | 31.13 Bn |
| Sep 30, 2024 | 30.13 Bn |
| Jun 30, 2024 | 30.07 Bn |
| Mar 31, 2024 | 29.59 Bn |
| Dec 31, 2023 | 29.07 Bn |
| Sep 30, 2023 | 27.50 Bn |
| Jun 30, 2023 | 27.49 Bn |
| Mar 31, 2023 | 26.40 Bn |
| Dec 31, 2022 | 28.05 Bn |
| Sep 30, 2022 | 28.71 Bn |
| Jun 30, 2022 | 12.96 Bn |
| Mar 31, 2022 | 12.82 Bn |
| Dec 31, 2021 | 16.05 Bn |
| Sep 30, 2021 | 12.00 Bn |
| Jun 30, 2021 | 3.20 Bn |