Berkshire Hathaway (BRK-B) Declined Following Warren Buffett’s Stepping Down as CEO Announcement

Artisan Companions, an funding administration firm, launched its “Artisan Choose Fairness Fund” second-quarter 2025 investor letter. A duplicate of the letter may be downloaded right here. The fund’s Investor Class ARTNX, Advisor Class APDNX, and Institutional Class APHNX returned 6.77%, 6.76%, and 6.80%, respectively, within the second quarter, in comparison with a ten.94% return for the S&P 500 Index. As well as, you possibly can examine the highest 5 holdings of the technique to know its finest picks in 2025.

In its second-quarter 2025 investor letter, Artisan Choose Fairness Fund highlighted shares similar to Berkshire Hathaway Inc. (NYSE:BRK-B). Berkshire Hathaway Inc. (NYSE:BRK-B) engages within the insurance coverage, freight rail transportation, and utility companies. The one-month return of Berkshire Hathaway Inc. (NYSE:BRK-B) was -0.59%, and its shares gained 8.64% of their worth over the past 52 weeks. On September 18, 2025, Berkshire Hathaway Inc. (NYSE:BRK-B) inventory closed at $500.03 per share, with a market capitalization of $1.079 trillion.

Artisan Choose Fairness Fund said the next relating to Berkshire Hathaway Inc. (NYSE:BRK-B) in its second quarter 2025 investor letter:

“Berkshire Hathaway Inc.’s (NYSE:BRK-B) share value declined 9%. We suspect this was largely on account of Warren Buffett’s announcement that he’s stepping down as CEO. The CEO transition to Buffett’s lieutenant, Greg Abel, has been broadly telegraphed, although the date was by no means sure. Now it’s. We’ve a variety of ideas round this transition. Buffett and Abel are in lots of respects a examine in contrasts. Abel is a good operator of companies. Buffett is a good inventory picker and capital allocator, however not an operator. In our view, the way forward for Berkshire will now seemingly flip extra on the worth that may be created from operations first and capital allocation second. Abel might enhance the working efficiency of the companies on account of a larger stage of inner scrutiny and focus.

Berkshire Hathaway Inc. (NYSE:BRK-B) is in fifteenth place on our record of 30 Most Widespread Shares Amongst Hedge Funds. As per our database, 133 hedge fund portfolios held Berkshire Hathaway Inc. (NYSE:BRK-B) on the finish of the second quarter which was 125 within the earlier quarter. Whereas we acknowledge the potential of Berkshire Hathaway Inc. (NYSE:BRK-B) as an funding, we imagine sure AI shares supply larger upside potential and carry much less draw back threat. For those who’re in search of an especially undervalued AI inventory that additionally stands to learn considerably from Trump-era tariffs and the onshoring development, see our free report on the finest short-term AI inventory.

In one other article, we coated Berkshire Hathaway Inc. (NYSE:BRK-B) and shared the record of shares Jim Cramer just lately mentioned. As well as, please take a look at our hedge fund investor letters Q2 2025 web page for extra investor letters from hedge funds and different main buyers.

READ NEXT: The Finest and Worst Dow Shares for the Subsequent 12 Months and 10 Unstoppable Shares That Might Double Your Cash.

Disclosure: None. This text is initially printed at Insider Monkey.