Berkshire's insurance operations are being less aggressive in writing new business (particularly reinsurance and some primary lines) due to late-cycle conditions and excess competing capital, and the company has accordingly reduced underwriting activity to match reduced capital deployment capacity.
factualpending
Speaker
Chris MeredithEvidence Quote
“Berkshire... they're going to write materially less business in reinsurance. They're going to write way less business in some of their primary lines”
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
My Notes
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