Summary:
On July 1, 2025, Confluence Investment Management LLC sold 42,203 shares of Berkshire Hathaway (BRK.B), reducing its position by $21.49 million. This move decreased its stake in the conglomerate to 0.70% of its total 13F assets under management (AUM). Berkshire Hathaway, a global leader in insurance, transportation, and utilities, continues to demonstrate resilience despite recent leadership changes. The sale highlights strategic portfolio adjustments by institutional investors amid evolving market conditions.
What This Means for You:
- Monitor institutional moves: Large-scale sales by funds like Confluence may signal shifts in market sentiment or valuation concerns.
- Evaluate Berkshire Hathaway’s long-term potential: Despite recent stock declines, its diversified portfolio and strong cash position offer stability.
- Consider leadership transitions: Warren Buffett’s upcoming retirement and Greg Abel’s succession could impact the company’s strategic direction.
- Stay informed on market trends: Berkshire’s performance relative to the S&P 500 provides insights into broader economic conditions.
Original Post:
On July 1, 2025, Confluence Investment Management LLC disclosed the sale of 42,203 Berkshire Hathaway(BRK.B -1.54%) shares, reducing its position by $21.49 million for the quarter ended June 30, 2025, according to SEC data.
What happened
According to a July 1, 2025 SEC filing, Confluence Investment Management LLC reduced its stake in Berkshire Hathaway by 42,203 shares during the quarter ended June 30, 2025. The transaction represented $21.49 million in trade value. Following the sale, the fund’s total holding is 101,968 shares, worth $49.53 million. The fund reported total 13F assets of $7.08 billion and 526 positions.
What else to know
Trade direction: sell; post-trade Berkshire Hathaway stake is 0.70% of reported 13F AUM
Top holdings after the filing:
SGOV: $238.64 million (3.4% of AUM)
CB: $158.86 million (2.2% of AUM)
SNA: $156.07 million (2.2% of AUM) as of June 30, 2025
PAYX: $151.95 million (2.1% of AUM)
NTRS: $150.20 million (2.1% of 13F AUM)
Berkshire Hathaway shares closed at $485.00 on July 4, 2025, up 19.14% over twelve months, outperforming the S&P 500 by 5.2 percentage points (source: Financial Modeling Prep, as of July 4, 2025)
Dividend yield: 0.00%; forward price-to-earnings ratio: 62.40; EV/EBITDA: 8.26 (source: Financial Modeling Prep)
Shares trade 10.53% below their 52-week high; five-year revenue CAGR is -11.52%
Company overview
| Metric | Value |
|---|---|
| Market capitalization | $1.05 trillion |
| Current stock price | $485.00 |
| Trailing 12-month revenue | $383.89 billion |
| Trailing 12-month net income | $80.90 billion |
Company snapshot
Operates in insurance, reinsurance, freight rail transportation, utilities, energy, manufacturing, retail, and financial services worldwide
Business model centers on acquiring and managing a diverse portfolio of wholly owned subsidiaries and equity investments
Serves a global customer base across multiple industries, including insurance, transportation, energy, and consumer goods
Berkshire Hathaway is a global conglomerate recognized for its diversified portfolio spanning insurance, transportation, utilities, manufacturing, and retail. Its decentralized structure allows subsidiaries to operate independently while contributing to the company’s overall financial strength.
Foolish take
Berkshire Hathaway shares have taken
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