Berkshire Hathaway

“Berkshire owned about 106 million Alphabet shares worth nearly $38 billion at the end of June”

“partly through a $10 billion private placement at a discount to the market price in June”

“purchased a net $23.5 billion of stocks in three months, largely thanks to its Alphabet wager.”

“repurchased $4.5 billion of its stock, marking its biggest quarter for buybacks since 2021.”

“struck a deal in May to buy homebuilder Taylor Morrison for $8.5 billion in cash.”

“trim Berkshire's cash pile from a record $380 billion to $365 billion during the three months ending June 30.”

“In June, Berkshire added roughly 48.1 million shares of Alphabet, taking its total to about 106 million shares. The filing values the holding at $37.76 billion as of 30 June, up from 17.8 million sha…”

“The portfolio also saw a near-30 percent increase in Berkshire's stake in homebuilder Lennar.”

“A modest new position in D.R. Horton was recorded at a value of $580,504 at quarter-end.”

“In July, the conglomerate completed a $6.8 billion acquisition of another builder, Taylor Morrison.”

“Shares in Delta Air Lines and Macy's rose to about $5.37 billion and $173 million respectively.”

“The filing shows Berkshire sold all 632,890 shares of beverage group Constellation Brands.”

“stakes in Bank of America and Ally Financial slipped by around 6 percent.”

“holdings in Capital One Financial were cut by 58 percent.”

“Geico's pre-tax underwriting earnings fell to $994 million in the second quarter of 2026, down from $1.82 billion a year earlier—for a decline of nearly 45%, according to Berkshire's quarterly Securi…”

“Geico's loss ratio—the share of premiums paid out in claims—rose to 76.6% in the second quarter and 75.3% for the first half of 2026, up nearly five percentage points from the same periods a year ear…”

“The filing says the number of bodily injury claims rose 5% in the first half of 2026 and injury claim costs on average jumped 10%, both measures worsening when compared to 2025.”

“underwriting expenses at Geico surged about 28% in the first half of 2026 versus a year earlier.”

“Berkshire’s broader operations held $359.2 billion in cash and Treasury bills as of June 30 and generated about $177.5 billion in insurance float.”