Watch Greg Abel preside over the full 2026 Berkshire Hathaway annual shareholder meeting

Watch on YouTube ↗  |  May 02, 2026 at 23:37  |  3:27:50  |  CNBC
Speakers
Warren Buffett — Chairman of Berkshire Hathaway, former CEO
Ajit Jain — Vice Chairman, Berkshire Hathaway
Greg Abel — CEO, Berkshire Hathaway

Summary

Greg Abel presides over the 2026 Berkshire Hathaway annual meeting, providing a comprehensive business update covering insurance, energy, rail, manufacturing, and technology initiatives. Warren Buffett honors Tim Cook and Apple's 10-year success. Ajit Jain discusses the Tokio Marine partnership and cyber risk approach. The meeting emphasizes Berkshire's culture, patience, and disciplined capital allocation.

  • Greg Abel outlines Berkshire's insurance underwriting results and notes a softening market due to competition.
  • Warren Buffett celebrates Apple's 10-year performance, noting the $35B investment grew to $185B.
  • Ajit Jain details the Tokio Marine strategic partnership including a 2.5% stake and reinsurance.
  • BNSF CEO Katie Farmer discusses operational improvements and technology-driven efficiency gains.
  • NetJets CEO Adam Johnson takes on additional oversight of 32 consumer and retail businesses.
  • Berkshire's cash and Treasury holdings net $380 billion, providing flexibility for acquisitions.
  • The meeting highlights deep management bench and succession planning for key roles.
  • Cyber risk and AI are addressed as significant operational threats being managed carefully.
Ideas
Warren Buffett Chairman of Berkshire Hathaway, former CEO 12:39
Apple's management created enormous shareholder value.
Berkshire's largest holding remains Apple, which has grown from a $35 billion investment to $185 billion pre-tax, demonstrating exceptional management under Tim Cook. This validates the strategy of turning over capital to great businesses and retaining them long-term.
AAPL HIGH
Ajit Jain Vice Chairman, Berkshire Hathaway 86:15
Tokio Marine is a first-class business.
Tokio Marine is a blue-chip, first-class insurance company with a 100+ year history, high reputation, and strong global standing. Berkshire bought 2.5% of its stock and entered a strategic partnership that includes reinsurance and potential future collaboration, reflecting high confidence in the company.
TKOMF MED
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This CNBC video, published May 02, 2026, features Warren Buffett, Ajit Jain discussing AAPL, TKOMF. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Warren Buffett, Ajit Jain  · Tickers: AAPL, TKOMF