Berkshire Hathaway BRK-B
NYSE BRK-B
$495.82 -1.04 (-0.21%)
At close: Aug 21, 2026 · 4:00 PM EDT

Berkshire Hathaway (BRK-B) Long-Term Investments (2009 - 2026)

Berkshire Hathaway (BRK-B) posted quarterly Long-Term Investments of $20.0 billion for Q1 2026, down 35.94% year-over-year from $31.1 billion in Q1 2025, and little changed quarter-over-quarter from $20.0 billion in Q4 2025.

Berkshire Hathaway (BRK-B) Long-Term Investments (2009 - 2026) Analysis & Trends

Berkshire Hathaway's Long-Term Investments history runs 17 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 for Q1 2026 stood at $20.0 billion, roughly flat from $20.0 billion in the prior quarter.
  • The five-year high for Long-Term Investments was $31.1 billion in Q1 2025, with the low at $2.8 billion in Q2 2025.
  • The 5-year median for Long-Term Investments is $26.4 billion (2023), against an average of $19.8 billion.
  • Peak annual rise in Long-Term Investments reached 700.82% in 2025, while the deepest fall reached 90.73% in 2025.
  • Berkshire Hathaway's Long-Term Investments stood at $28.0 billion in 2022, then rose by 3.62% to $29.1 billion in 2023, then climbed by 7.11% to $31.1 billion in 2024, then tumbled by 35.83% to $20.0 billion in 2025, then dropped by 0.14% to $20.0 billion in 2026.
  • Business Quant data shows BRK-B's Long-Term Investments at $20.0 billion in Q1 2026, $20.0 billion in Q4 2025, and $4.2 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Berkshire Hathaway 1,068.88 Bn 741.90 Bn 55.86 Bn 19.95 Bn
2 Sun Life Financial 43.75 Bn 32.52 Bn - 151.99 Bn
3 American International 40.40 Bn 2.58 Bn 3.50 Bn 91.68 Bn
4 Hartford Insurance 37.18 Bn 20.87 Bn 3.18 Bn 64.00 Bn
5 Arch Capital 34.10 Bn 32.99 Bn 2.47 Bn 48.97 Bn
6 Aegon 28.00 Bn 28.00 Bn - 152.42 Bn
7 Pelagos Insurance Capital 2.03 Bn 1.58 Bn 357.40 Mn 3.78 Bn
8 Exzeo 1.50 Bn 1.36 Bn 36.84 Mn 197.07 Mn
9 International General Insurance Holdings 1.15 Bn 917.64 Mn -5.60 Mn 1.09 Bn
10 Waterdrop 359.74 Mn 230.42 Mn 109.06 Mn 301.07 Mn

Historic Data

Download Data
DateValue
Jun 30, 2026 19.95 Bn
Mar 31, 2026 19.95 Bn
Dec 31, 2025 19.98 Bn
Sep 30, 2025 4.18 Bn
Jun 30, 2025 2.79 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 3.89 Bn
Dec 31, 2023 29.07 Bn
Sep 30, 2023 4.00 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 9.89 Bn
Mar 31, 2022 10.37 Bn
Dec 31, 2021 16.05 Bn
Sep 30, 2021 7.28 Bn