Berkshire Hathaway currently holds $370+ billion in cash (25-26% of firm assets) versus a historical average of 13-14%, with approximately $100 billion derived from Apple sales and another $100+ billion from dividends from insurance operations, creating an opportunity and obligation for CEO Greg Abel to deploy capital into equities or whole companies if valuations become attractive.
factualpending
Speaker
Chris SemperEvidence Quote
“cash as a percentage... 13 or 14%... double that today... 25 or 26%... 372 billion... Apple sales... $100 billion... from insurance operation.”
Source
We Asked Chris Bloomstran Why He Won’t Own the S&P 500 At These Levels — And What He Does Instead— Excess ReturnsCreated: 8/12/2026, 6:13:17 PM
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