Financial Services / Insurance - Diversified

Berkshire Hathaway Inc. (BRK.B)

$471.51
+0.26%
$1.02T
Market Cap
14.1
P/E Ratio
0.62
Beta
Dividend Yield

Quantitative Summary

Deterministic

BRK.B trades at 14.1x earnings, roughly in line with its sector average of 19.2x.

Generated deterministically from quant metrics and financial statements. Not a recommendation.

Valuation Context

14.1x
BRK.B P/E
19.2x
Sector Avg
-27%
vs Sector

Price Chart with Moving Averages

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SMA 50 SMA 200

Technical Setup

AI Generated

The current technical configuration for Berkshire Hathaway Inc. presents a complex landscape regarding institutional positioning, characterized by the intersection of price action at $480.90 and broader sector dynamics within Financial Services. While specific moving average crossover data is absent from the immediate dataset, the proximity to major support or resistance levels often dictates how large capital allocators manage exposure in such high-value equities. In the absence of explicit volume trend confirmation or clear SMA divergences in this snapshot, one cannot definitively assert whether institutions are aggressively accumulating defensive positions or systematically reducing stakes based solely on price location. Institutional behavior is frequently inferred through sustained price stability or volatility shifts relative to historical norms; here, the stock's placement requires analysis against longer-term trends that typically filter out short-term noise for major players. Without visible volume surges accompanying price movements, it remains unclear if current levels represent a zone of significant institutional absorption or merely passive holding patterns common in mature financial service giants. The lack of definitive directional signals from moving averages suggests that larger market participants may be waiting for clearer confluence between technical indicators and fundamental catalysts before committing substantial new capital to either side of the trade. Ultimately, this setup invites scrutiny into whether the current price action aligns with broader sector rotation strategies or represents a consolidation phase typical for entities of Berkshire's magnitude. Observers should note that without corroborating volume data or confirmed trend line breaks, interpreting institutional intent requires caution against over-reading minor fluctuations as definitive shifts in large

RSI (14)
SMA 50
SMA 200

Underwater (Drawdown from Peak)

How far below the all-time high the price has been over time. Deeper = more pain for holders.

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Rolling 60-Day Beta vs S&P 500 (VOO)

How the stock's sensitivity to market moves changes over time. β > 1 = more volatile than the market.

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Rolling Beta Market (β = 1.0)

Fama-French 5-Factor Exposure

Academic factor model decomposition — what's really driving this stock's returns.

0.65
Market β
Mkt-RF
-0.289
Size (SMB)
Large-cap tilt
+0.716
Value (HML)
Value tilt
-0.103
Profit (RMW)
Weak
+0.039
Invest (CMA)
Neutral
Alpha (annual): +1.46%
R²: 45.3%of variance explained by 5 factors

Fama-French 5-Factor Model. Data: Kenneth French Data Library. Regression over 3 years of daily returns.

Fundamentals

22.3
Forward P/E
10.06
PEG Ratio
0.00
Price/Book
5M
Avg Volume
$516.85
52W High
$455.19
52W Low
26%
52W Range Position

SEC Filings & Material Events

8-KMaterial Event

Significant news

2026-03-02Read Filing →
10-KAnnual Report

Full financial overview

2026-03-02Read Filing →
8-KMaterial Event

Significant news

2025-12-11Read Filing →
8-KMaterial Event

Significant news

2025-11-21Read Filing →
8-KMaterial Event

Significant news

2025-11-03Read Filing →

Smart Money Flow

Institutional 13F filings from top hedge funds. Positions updated quarterly from SEC EDGAR.

FundQuarterShares Change% ChangeAction
Millennium Management2026-Q1+35,800+23.9%Increased
Soros Fund Management2026-Q1+133,277+100.0%New Position
Point72 Asset Mgmt2026-Q1+700+2.6%Increased
Citadel Advisors2026-Q1+153,700+13.3%Increased
Renaissance Technologies2026-Q1-250,466-99.3%Decreased
Two Sigma Investments2026-Q1-197,900-85.7%Decreased
DE Shaw2026-Q1-429,800-61.2%Decreased
Two Sigma Investments2025-Q4+226,900+5672.5%Increased
Renaissance Technologies2025-Q4+249,133+8154.9%Increased
DE Shaw2025-Q4+104,200+17.4%Increased
Millennium Management2025-Q4-550,431-78.6%Decreased
Point72 Asset Mgmt2025-Q4+10,760+66.3%Increased

Source: SEC 13F-HR filings. 13F data is delayed ~45 days after quarter end. Not investment advice.

Passive Flow Attribution

ETF Draft Effect
$73.2B
Tracked Passive Exposure
8
ETFs Holding BRK.B
1.52%
Avg Weight in ETFs
$4.8T
Total ETF AUM

When investors buy or sell ETFs like XLF or VFH, the fund manager is mechanically forced to buy or sell BRK.B shares regardless of Berkshire Hathaway Inc.'s individual fundamentals. We estimate $73.2B of passive capital is structurally linked to BRK.B through 8 tracked ETFs. This substantial passive exposure means that ETF inflows and outflows — not company fundamentals — can dominate daily volume on this stock.

Passive exposure = Σ (ETF AUM × stock weight in ETF) across 8 tracked ETFs. Actual passive ownership is larger (includes mutual funds). Not investment advice.

ETF Contagion Visualizer

Simulate a price drop in Berkshire Hathaway Inc. to visualize passive redemption contagion across ETFs and collateral stocks.

BRK.B Shock
-0%
Est. Passive Redemption
$0
Systemic Risk
STABLE
BRK.BEpicenterVTIETFVOOETFSPYETFJPMHigh RiskJPMHigh RiskBACHigh RiskXOMLow RiskVLow Risk
BRK.B Price Drop (%)0

If Berkshire Hathaway Inc. (BRK.B) experiences a significant drawdown, ETF redemptions can create collateral selling pressure on co-held stocks. Our model identifies JPMorgan Chase & Co. (JPM) as the most exposed collateral stock, sharing 4 ETFs with BRK.B. This is the "Passive Contagion" effect described in the Inelastic Market Hypothesis.

Contagion model based on shared ETF exposure and constituent weights across 17 tracked ETFs. Estimated selling pressure is a simplified model — actual impact depends on market liquidity, ETF redemption mechanics, and market-maker activity.

BRK.B Ownership Dynamics

Passive funds hold 1 in every 8 BRK.B shares, reducing daily market volatility.

Ticker
BRK.B
Total Shares
1.4B
ETF Lock-Up
11.8%
Display Mode
Total Float Impact
11.8%Locked Float

Berkshire Hathaway Inc. (BRK.B) exerts measurable gravity on the passive index market, currently representing 11.9% of the State Street Financial Select Sector SPDR ETF (XLF) and 7.7% of the VFH (VFH). Across 17 tracked ETFs, approximately 165M shares (11.8% of float) are held by passive funds and rarely trade on the open market. This level of passive ownership means index rebalances can create outsized volume events.

Float lock-up computed from 17 ETFs tracked by SecuritiesDB. Actual passive ownership is higher (includes mutual funds, pension funds, etc.).

BRK.B Institutional Volume Profile

252-day volume distribution by price level. The Point of Control (POC) marks the price where the most institutional volume transacted — an implicit support/resistance floor.

TICKER
BRK.B
PRICE
$471.51
FLOOR (POC)
$496.81
STRENGTH
Medium
$457$460$463$466$469$472$471.51$4758%$4789%$4817%$4848%$4887%$4919%$4949%$497POC 10%$5009%$5037%$506$509$512$515
Focus Zone
Point of Control (POC) Support (below price) Resistance (above price) Current Price

The highest-volume price zone for Berkshire Hathaway Inc. over the past year sits near $496.81 (10% of 252-day volume). The current price of $471.51 sits 5.1% below the POC — suggesting potential mean-reversion upside if institutional demand reasserts at this level.

Volume Profile computed from 252 trading days of OHLCV data. Volume allocated to price bins proportionally based on daily high-low range. Not investment advice.

Institutional Holdings (13F Filings)

Raw SEC 13F-HR filings from institutional investment managers. Shows exact share counts and portfolio values as reported to the SEC.

FundQuarterSharesValue ($K)
Citadel Advisors2026-Q11,310,200$627,847,840K
DE Shaw2026-Q1272,600$130,629,920K
Millennium Management2026-Q1185,700$88,987,440K
Soros Fund Management2026-Q1133,277$63,866,338K
Two Sigma Investments2026-Q133,000$15,813,600K
Point72 Asset Mgmt2026-Q127,700$13,273,840K
Renaissance Technologies2026-Q11,722$824,942K
Citadel Advisors2025-Q41,156,500$581,314,725K
DE Shaw2025-Q4702,400$353,061,360K
Renaissance Technologies2025-Q4252,188$126,757,442K
Two Sigma Investments2025-Q4230,900$116,061,885K
Millennium Management2025-Q4149,900$75,347,235K
Point72 Asset Mgmt2025-Q427,000$13,571,550K
Citadel Advisors2025-Q31,693,500$851,390,190K
Millennium Management2025-Q3700,331$352,084,407K

Source: SEC 13F-HR filings. Values reported in thousands. 13F data is delayed ~45 days after quarter end.

Price Correlations

Statistical correlation of daily returns with other stocks. High correlations indicate stocks that move together; negative correlations can offer diversification.

Peer252-Day (1Y)126-Day (6M)Direction
WTGXXNaNNaN
BRK-B0.9990.998High co-movement
BRK.A0.9600.976High co-movement
MMC0.5250.445Moderate
AFL0.5040.456Moderate
HIG0.4970.466Moderate
L0.4940.400Moderate
TRV0.4660.465Moderate
VRTPX0.4600.311Moderate
MRSH0.4500.421Moderate

Pearson correlation of daily log returns. 252d ≈ 1 trading year. Computed from price history. Not investment advice.

Compare BRK.B to Peers

Quant metrics computed deterministically from financial statements and price data. Updated: 2026-06-02.

SecuritiesDB provides programmatic data aggregation for informational purposes only. None of the metrics, summaries, or algorithmic flags constitute a recommendation to buy or sell any security.