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Berkshire Builds Record Cash as Buffett Prepares to Hand Off to Greg Abel

Investors are re-pricing the so‑called Buffett premium in response to net stock sales and a swelling cash position.

Overview

  • Q3 filings show $6.1 billion more in equities were sold than bought, extending a three‑year trend of net selling.
  • Cash and Treasury bills reached roughly $382 billion at quarter‑end, with about $23 billion more parked in short‑term Treasuries.
  • Berkshire did not repurchase shares for a fifth straight quarter, keeping buybacks on hold.
  • Across the last three years, Berkshire sold approximately $184 billion more stock than it purchased, according to company disclosures and filings.
  • Since Buffett announced in May that he will step down on January 1, 2026, Berkshire shares fell about 11.6% while the broader market rose around 20.4%, signaling a valuation reset.