Berkshire Hathaway (BRK-B) Long-Term Investments (2009 - 2026)
Berkshire Hathaway's Long-Term Investments was $19.95 billion in Q2 2026, down 21.2% from $25.32 billion a year earlier and unchanged from the prior quarter.
Berkshire Hathaway (BRK-B) Long-Term Investments (2009 - 2026) Analysis & Trends
At the end of FY2025, Long-Term Investments at Berkshire Hathaway came in at $19.98 billion, down 35.8% from FY2024.
- Long-Term Investments shows a five-year compound annual growth rate of 2.9% (FY2020 to FY2025).
- In earlier years, Long-Term Investments was $31.13 billion in FY2024 (+7.1%), $29.07 billion in FY2023 (+3.6%), $28.05 billion in FY2022 (+74.8%) and $16.05 billion in FY2021 (-7.3%).
- The Q2 2026 figure marks the lowest quarterly Long-Term Investments since Q2 2022.
- Compared with a year earlier, Long-Term Investments has declined for five straight quarters, with an average decline of 12.8% over the last eight quarters.
- The best year-over-year quarter for Long-Term Investments over five years was Q4 2022 (growth of 74.8%); the worst was Q1 2026 (a decline of 35.9%).
- Per Business Quant data, BRK-B's Long-Term Investments in the three quarters before Q2 2026 was $19.95 billion (Q1 2026), $19.98 billion (Q4 2025) and $25.52 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,083.21 Bn | -334.26 Bn | 55.86 Bn | 19.95 Bn |
| 2 | Chubb | 127.58 Bn | 79.64 Bn | 9.13 Bn | 172.65 Bn |
| 3 | Progressive | 122.25 Bn | 98.08 Bn | 9.04 Bn | 97.22 Bn |
| 4 | Marsh & Mclennan Companies | 81.29 Bn | 73.03 Bn | - | - |
| 5 | Travelers Companies | 75.19 Bn | 51.44 Bn | 6.23 Bn | 103.18 Bn |
| 6 | Manulife Financial | 73.16 Bn | 74.37 Bn | - | - |
| 7 | Metlife | 60.22 Bn | -46.26 Bn | 7.82 Bn | 482.56 Bn |
| 8 | Arthur J. Gallagher | 57.98 Bn | 52.41 Bn | - | - |
| 9 | Aon | 57.16 Bn | 50.40 Bn | - | - |
| 10 | Allstate | 56.84 Bn | 18.09 Bn | 8.73 Bn | 87.80 Bn |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 19.95 Bn |
| 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 | 17.49 Bn |
| Mar 31, 2022 | 17.60 Bn |
| Dec 31, 2021 | 16.05 Bn |
| Sep 30, 2021 | 16.66 Bn |
Berkshire Hathaway Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=BRK-B&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "BRK-B", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=BRK-B&period=max&api_key=YOUR_API_KEY");
const data = await res.json();