巴菲特再出手？伯克希尔哈撒韦或加码安达保险股票

金十数据08-14

伯克希尔哈撒韦本周将披露第二季度股票操作，市场猜测巴菲特是否再次增持保险巨头安达。沃伦·巴菲特的公司可能会在周三提交监管表格时披露第二季度购买了更多保险公司Chubb的股票。伯克希尔哈撒韦(BRK.A.N、BRK.B.N)将在周三晚些时候报告第二季度的全部股票买卖情况，包括该公司在2023年底和2024年初积累了约70亿美元的安达保险公司股票后，是否继续购买了更多的安达保险股票。伯克希尔·哈撒韦...

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Berkshire Hathaway or Overweight Chubb Insurance Stock","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/ba5726e2111ff85bcf63779fbf5a336c","symbols_score_info":{"BRK.A":1,"CB":1},"content_text":"伯克希尔哈撒韦本周将披露第二季度股票操作，市场猜测巴菲特是否再次增持保险巨头安达。沃伦·巴菲特的公司可能会在周三提交监管表格时披露第二季度购买了更多保险公司Chubb的股票。伯克希尔哈撒韦(BRK.A.N、BRK.B.N)将在周三晚些时候报告第二季度的全部股票买卖情况，包括该公司在2023年底和2024年初积累了约70亿美元的安达保险公司股票后，是否继续购买了更多的安达保险股票。伯克希尔·哈撒韦公司首席执行官沃伦·巴菲特（Warren Buffett）及其两位股票投资经理托德·康姆斯（ToddCombs）和泰德·韦施勒（TedWeschler）发现，今年除了安达保险(CB.N)之外，几乎没有什么可买的股票。伯克希尔·哈撒韦公司一直是苹果(AAPL.O)的大卖家，2024年减持了超过50%的苹果股票，到6月30日只剩下大约4亿股。《巴伦周刊》估计，伯克希尔·哈撒韦公司在2024年已经出售了超过850亿美元的苹果股票。《巴伦周刊》根据伯克希尔·哈撒韦公司第一季度和第二季度10-Q报告中的信息计算得出，在第二季度，伯克希尔·哈撒韦公司买入了不到20亿美元的股票，卖出了770亿美元的股票。伯克希尔·哈撒韦公司第二季度的一些举措已经披露，包括出售苹果股票、出售约500万股雪佛龙(CVX.N)和购买约700万股西方石油(OXY.N)股票。伯克希尔·哈撒韦公司从7月份开始出售超过30亿美元的美国银行(BAC.N)股票。本周三，伯克希尔·哈撒韦公司将发布13-F季度美国股票持仓报告，届时将不会有太多消息。除了苹果和雪佛龙之外，可能会有一些适度的股票出售，除了西方石油之外，可能会有一些小规模的买入，也可能会有安达保险的买入。伯克希尔持有安达保险大约6%的股份。最大的问题是巴菲特何时会对股票更加着迷。伯克希尔·哈撒韦公司6月30日的股票投资组合为2,850亿美元，接近2020年底的水平。由于会计问题，伯克希尔10-Q中报告的6月30日数字不包括西方石油公司和卡夫亨氏公司的股权。这两笔持股的总价值约为250亿美元。伯克希尔·哈撒韦公司的现金总额为2770亿美元，几乎等于其报告的股票持有量。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"shareholding","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2459141932"}