Buffett's Cash Fortress Encounters Market Downturn, Executive Changes, and Gates Investigation
Berkshire Hathaway Inc. (BRK.A) announced that its cash holdings reached an unprecedented $381.67 billion as of September 30, 2025, according to its
The expansion of Berkshire’s cash position is attributed to both solid operational outcomes and prudent capital management. Despite a significant jump in operating income, the company maintained its trend of selling more stocks than it bought, marking the 12th straight quarter of net sales and generating $10.4 billion in taxable profits, as detailed by
Berkshire’s investment assets remain highly concentrated, with its five largest stock holdings—American Express, Apple, Bank of America, Coca-Cola, and Chevron—making up 66% of the total market value of its equity portfolio as of September 30, according to
Berkshire’s succession plan is also in the spotlight as Warren Buffett, now 95, prepares to retire as CEO at the end of the year, with Greg Abel set to take over, the company revealed. This leadership change has already affected the stock, which has dropped by double digits from its record highs since the announcement. In addition, Berkshire’s recent $9.7 billion purchase of Occidental Petroleum’s OxyChem division highlights its ongoing focus on major industrial acquisitions.
The insurance segment continues to be a major contributor, with underwriting profits jumping to $2.37 billion in the third quarter, a 200% year-over-year increase. This surge was aided by a period of unusually low natural disaster losses, according to
