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Berkshire Hathaway Inc. (BRK-B)
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Berkshire Hathaway Inc. (BRK-B) Total Return CAGR:-1.26%(TTM)

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Over the latest trailing 12-month period, Berkshire Hathaway Inc. (BRK-B)'s total return cagr is -1.26%. The comparable SPY value is +22.75%. Year-to-date total return is -4.11%. Total return includes price appreciation and reinvested dividends.

Over longer horizons, Berkshire Hathaway Inc.'s Total Return CAGR averages 12.83% over 3 years and 10.94% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of Berkshire Hathaway Inc.'s investment performance.

BRK-B Total Return CAGR Chart

Berkshire Hathaway Inc. (BRK-B)

BRK-B Quarterly Total Return (YoY)

Total Return Index growth vs the same quarter one year earlier, last 20 quarters.

BRK-B Total Return CAGR History

YearStart Total ReturnEnd Total ReturnChange% ChangeCAGR
20262348.832252.29-96.54-4.11%-4.11%
20252118.132348.83+230.70+10.89%+10.89%
20241666.642118.13+451.50+27.09%+27.09%
20231443.461666.64+223.18+15.46%+15.46%
20221397.201443.46+46.26+3.31%+3.31%
20211083.501397.20+313.69+28.95%+28.95%
20201058.411083.50+25.09+2.37%+2.37%
2019954.111058.41+104.30+10.93%+10.93%
2018926.26954.11+27.85+3.01%+3.01%
2017761.59926.26+164.67+21.62%+21.62%
2016617.01761.59+144.58+23.43%+23.43%
2015701.64617.01-84.63-12.06%-12.06%
2014554.02701.64+147.62+26.64%+26.64%
2013419.16554.02+134.86+32.17%+32.17%
2012356.54419.16+62.62+17.56%+17.56%
2011374.35356.54-17.80-4.76%-4.76%
2010307.10374.35+67.24+21.90%+21.90%
2009300.37307.10+6.73+2.24%+2.24%
2008442.62300.37-142.24-32.14%-32.14%
2007342.62442.62+100.00+29.19%+29.19%
2006274.35342.62+68.27+24.89%+24.89%
2005274.39274.35-0.05-0.02%-0.02%
2004263.08274.39+11.31+4.30%+4.30%
2003226.45263.08+36.64+16.18%+16.18%
2002235.98226.45-9.53-4.04%-4.04%
2001220.00235.98+15.98+7.26%+7.26%
2000171.03220.00+48.97+28.63%+28.63%
1999219.63171.03-48.60-22.13%-22.13%
1998143.83219.63+75.79+52.70%+52.70%
1997103.93143.83+39.91+38.40%+38.40%

Quarterly Total Return: QoQ & YoY

QuarterValueQoQYoY
Q2 20262,252+2.9%-1.2%
Q1 20262,189-6.4%-11.4%
Q4 20252,339+1.3%+9.0%
Q3 20252,309+1.3%+9.2%
Q2 20252,279-7.7%+18.7%
Q1 20252,471+15.2%+28.5%
Q4 20242,145+1.5%+26.9%
Q3 20242,114+10.1%+29.1%
Q2 20241,920-0.2%+22.0%
Q1 20241,923+13.8%+36.1%
Q4 20231,691+3.3%+19.5%
Q3 20231,637+4.0%+30.5%
Q2 20231,574+11.4%+24.9%
Q1 20231,413-0.1%-14.3%
Q4 20221,414+12.7%+1.1%
Q3 20221,255-0.5%-3.0%

QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.

About Berkshire Hathaway Inc.

Berkshire Hathaway Inc., established in 1998 and headquartered in Omaha, Nebraska, operates as a vast global conglomerate with diverse business interests. Its core operations primarily encompass insurance, freight rail transportation, and utility services. The company provides a comprehensive suite of insurance and reinsurance products, including coverage for property, casualty, life, accident, and health. Across North America, it manages extensive railway networks dedicated to freight transport. Its utility division is responsible for generating, transmitting, storing, and distributing electricity sourced from various origins such as natural gas, coal, wind, solar, hydroelectric, nuclear, and geothermal energy. This segment also oversees natural gas infrastructure, including distribution networks, storage facilities, interstate pipelines, and liquefied natural gas (LNG) operations, alongside its interests in coal mining. Beyond these foundational sectors, Berkshire Hathaway boasts a significant manufacturing footprint. It produces a wide array of goods ranging from confectionery and specialty chemicals to metal cutting tools and components for both aerospace and power generation applications. Its manufacturing portfolio also extends to flooring products, insulation, roofing materials, engineered building components, paints, coatings, and bricks. The company is also involved in residential construction, offering both manufactured and site-built homes, supplemented by related lending and financial services. Its product offerings further include recreational vehicles, apparel, footwear, jewelry, custom picture framing, and alkaline batteries. On the industrial side, it manufactures specialized components like castings, forgings, fasteners, aerostructures, and precision parts, often utilizing advanced alloys such as cobalt, nickel, and titanium. Additionally, Berkshire Hathaway provides a variety of services, which include distributing electronic components, franchising and servicing quick-service restaurants, offering logistics, grocery, and foodservice distribution, as well as professional aviation training and shared aircraft ownership programs. Finally, the company maintains a substantial retail presence, selling an extensive selection of products such as automobiles, furniture, home appliances, electronics, computers, jewelry, and kitchenware, in addition to motorcycle clothing and equipment.

Omaha, NE
392,400 employees
Financial Services / Insurance - Diversified
Sector
Financial Services
Industry
Insurance - Diversified
CEO
Gregory Edward Abel