3 Surprising Moves Berkshire Hathaway Made in Q1 Under New CEO Greg Abel

According to a report by Motley Fool, Berkshire Hathaway (BRK-B) showed notable changes in its investment strategy during the first quarter of 2026 under new CEO Greg Abel, who took over from Warren Buffett at the start of the year. Here are the three most surprising moves:

1. Significant Increase in U.S. Equity Holdings

Berkshire substantially increased its investments in domestic stocks, focusing on technology and renewable energy sectors, signaling a shift from Buffett's traditional preference for blue-chip stocks.

2. Reduced Stake in Insurance Companies

Berkshire sold part of its stake in some of its insurance subsidiaries, a sector that has been core to its business for decades. This move may reflect Abel's desire to reallocate capital toward faster-growing sectors.

3. Investment in an AI Startup

In an unusual step, Berkshire invested in an artificial intelligence startup, indicating the new management's openness to modern technologies.

Context

These changes come at a time when Berkshire faces challenges related to its large cash pile and the need to find new investment opportunities. The company has not yet issued an official comment on these moves.

What It Means for Investors

These moves may signal a new phase in Berkshire's strategy under Abel, with a greater focus on growth and technology. However, it is too early to judge the long-term success of this strategy.