Confluence Investment Management sold 42,203 shares of Berkshire Hathaway, reducing exposure by $21.49 million.

Confluence Investment Management LLC sold 42,203 shares of Berkshire Hathaway, reducing its exposure by $21.49 million. Post-trade, the fund holds 101,968 shares valued at $49.53 million, accounting for 0.70% of reported equity AUM.

The sale was disclosed in an SEC filing on July 1, 2025, with Confluence reducing its Berkshire Hathaway stake by $21.49 million. Following the trade, the fund now holds 101,968 shares worth $49.53 million, representing 0.70% of its reported equity AUM.

Berkshire Hathaway remains a mid-sized holding for Confluence, with other top holdings including SGOV, CB, SNA, PAYX, and NTRS. As of June 30, 2025, Berkshire Hathaway shares closed at $485.00, showing a 19.14% increase over twelve months.

Berkshire Hathaway, a global conglomerate, operates in various industries like insurance, transportation, utilities, and manufacturing. Despite a recent decline due to Warren Buffett’s planned retirement, the company’s diversified asset portfolio and strong financial position offer long-term investment opportunities.

Greg Abel will take over as CEO of Berkshire Hathaway, inheriting a company with a substantial cash balance of nearly $350 billion. Berkshire’s diversified holdings, including tech giant Apple, are poised to continue generating returns for shareholders even after Buffett’s retirement.

Read more at : Confluence Dumps 42,203 BRK-B Shares in Q2