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| Date | Value |
|---|---|
| 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 |