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18.02.26 - 02:00
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Berkshire Dumps Most Of Its Amazon Shares, Sells More Apple And BofA; Buys Small New York Times Position (ZeroHedge)
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Berkshire Dumps Most Of Its Amazon Shares, Sells More Apple And BofA; Buys Small New York Times Position
In Warren Buffett's last quarter as CEO of Berkshire, the Omaha conglomerate slashed several key positions, most notably Amazon which was reduced by over 77%, as well as core holdings Apple and Bank of America, while adding modestly to a handful of stakes such as Chevron and Chubb, and entering a tiny new position in the New York Times, the just published 13F for Q4 2025 revealed.
Berkshire's most notable moves were all sales, led by a 7.7 million share dump of AMZN, a 77.2% drop in Berkshire's holdings, to just 2.28 million shares from 10 million as of Q3. Berkshire first bought a stake in Amazon in 2019; at the time Buffett said that despite his historical aversion to technology stocks, he'd been “an idiot for not buying” the online retail giant's shares sooner. Six years later, Buffett - or whoever runs the stockpiking there - has clearly decided they would be an idiot to kee...
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03.02.26 - 22:06
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Chubb Reports Fourth Quarter Net Income of $3.21 Billion, Up 24.7%, and Core Operating Income of $2.98 Billion, Up 21.7%; Consolidated Net Premiums Written of $13.1 Billion, Up 8.9%, with P&C and Life Insurance Up 7.7% and 16.9%; Record P&C C (PR Newswire)
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QUARTER Net income per share was $8.10, up 28.0%, and core operating income per share was $7.52, up 24.9%. Both were records. P&C net premiums written were $11.31 billion, up 7.7%. North America was up 6.6%, including growth of 6.7% in commercial insurance and 6.1% in personal insurance.......
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