Recent Downgrade Sparks Debate: Berkshire Hathaway (BRK.B) has been a hot topic on X recently due to a rare downgrade by KBW to Underperform. Discussions highlight concerns over succession risks following Warren Buffett's long tenure, with some users pointing to potential challenges in the transition. There’s also chatter about pressures on core businesses like Geico, with fears of peaking margins.
Stock Performance and Cash Reserves: Users on X are also buzzing about Berkshire’s stock dip of around 1.4% recently, alongside its massive cash pile nearing $344 billion, largely in T-bills. Some see this as a strategic move for flexibility in uncertain markets, while others question the lack of investment opportunities. The sentiment around these moves is mixed, with ongoing debates about future growth.
Note: This discussion summary was generated from an AI condensation of post data.
Berkshire Hathaway Congressional Stock Trading
Members of Congress have traded $BRK.B stock 12 times in the past 6 months. Of those trades, 4 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $BRK.B stock by members of Congress over the last 6 months:
- REPRESENTATIVE ELEANOR HOLMES NORTON sold up to $50,000 on 10/14.
- SENATOR JERRY MORAN purchased up to $15,000 on 09/23.
- REPRESENTATIVE VAL T. HOYLE has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 09/23, 07/02, 05/21.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 08/06.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/16 and 1 sale worth up to $15,000 on 06/11.
- REPRESENTATIVE SCOTT FRANKLIN sold up to $50,000 on 06/16.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $250,000 on 05/12.
- REPRESENTATIVE MIKE KENNEDY purchased up to $15,000 on 05/09.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 05/05.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Berkshire Hathaway Hedge Fund Activity
We have seen 2,091 institutional investors add shares of Berkshire Hathaway stock to their portfolio, and 1,904 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 44,283,144 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $22,262,907,814
- GATES FOUNDATION TRUST added 6,951,249 shares (+40.5%) to their portfolio in Q2 2025, for an estimated $3,376,708,226
- FMR LLC removed 4,953,804 shares (-35.6%) from their portfolio in Q2 2025, for an estimated $2,406,409,369
- VANGUARD GROUP INC added 2,511,428 shares (+1.7%) to their portfolio in Q2 2025, for an estimated $1,219,976,379
- JPMORGAN CHASE & CO removed 2,442,915 shares (-15.1%) from their portfolio in Q2 2025, for an estimated $1,186,694,819
- BLACKROCK, INC. added 1,964,659 shares (+1.8%) to their portfolio in Q2 2025, for an estimated $954,372,402
- ASSENAGON ASSET MANAGEMENT S.A. added 1,744,915 shares (+178.1%) to their portfolio in Q3 2025, for an estimated $877,238,567
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Berkshire Hathaway Government Contracts
We have seen $43,301,701 of award payments to $BRK.B over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- 1OZ SILVER BLANK (UPSET SILVER AMERICAN EAGLE PLANCHETS) MINT MAC PRECIOUS BLANKS: $8,200,000
- 8511378077!COAT,MAN'S: $5,338,656
- THIS IS A FIRM FIXED PRICE DELIVERY ORDER UNDER CONTRACT W31P4Q20D0046, FOR OPTIMAL TIME DOMAIN REFLECTORS,...: $2,488,309
- 8511083459!COAT,MAN'S: $2,447,903
- OPTICAL LOSS TEST K: $2,404,527
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
