巴菲特重回熟悉领域：大手笔建仓买入安达保险，一季度末累计市值67亿美元

蓝鲸财经05-16

图片来源：视觉中国蓝鲸新闻记者关注到，伯克希尔·哈撒韦公司在美国证券交易委员会（SEC）网站上最新披露的13F表格显示，“股神”巴菲特重新回到熟悉其的领域——保险。文件显示，截至2024年一季度末，伯克希尔的整体持仓规模为3320亿美元（约合人民币2.4万亿元），较前一季度末的3520亿美元有所减少，十大重仓股集中度为91.19%。从调仓动作来看，去年巴菲特从美股科技板块中撤退，加大了对能源...

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href=https://www.lanjinger.com/d/232115><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>图片来源：视觉中国\n蓝鲸新闻记者关注到，伯克希尔·哈撒韦公司在美国证券交易委员会（SEC）网站上最新披露的13F表格显示，“股神”巴菲特重新回到熟悉其的领域——保险。\n文件显示，截至2024年一季度末，伯克希尔的整体持仓规模为3320亿美元（约合人民币2.4万亿元），较前一季度末的3520亿美元有所减少，十大重仓股集中度为91.19%。\n从调仓动作来看，去年巴菲特从美股科技板块中撤退，加大了对能源...</p>\n\n<a href=\"https://www.lanjinger.com/d/232115\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BRK.B","symbol_name":"伯克希尔B","start_time":0,"source_url":"https://www.lanjinger.com/d/232115","article_id":"2435676055","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2435676055","pubTimestamp":1715858859,"sourceInfo":{"source_id":"lanjinger_stock","name":"蓝鲸财经"},"weMediaInfo":null,"summary":"蓝鲸新闻记者关注到，伯克希尔·哈撒韦公司在美国证券交易委员会网站上最新披露的13F表格显示，“股神”巴菲特重新回到熟悉其的领域——保险。文件显示，截至2024年一季度末，伯克希尔的整体持仓规模为3320亿美元，较前一季度末的3520亿美元有所减少，十大重仓股集中度为91.19%。譬如，2023年四季度，伯克希尔抛售将近1000万股苹果股票；2024年第一季度末，伯克希尔的苹果持仓市值从1743亿美元降至1354亿美元，经机构测算减持了将近1.16亿股。","collect":0,"end_time":0,"defaultTopTitle":"lanjinger.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BRK.B":"伯克希尔B","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) 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quarter","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BRK.A":1,"BRK.B":1,"CB":1},"content_text":"图片来源：视觉中国\n蓝鲸新闻记者关注到，伯克希尔·哈撒韦公司在美国证券交易委员会（SEC）网站上最新披露的13F表格显示，“股神”巴菲特重新回到熟悉其的领域——保险。\n文件显示，截至2024年一季度末，伯克希尔的整体持仓规模为3320亿美元（约合人民币2.4万亿元），较前一季度末的3520亿美元有所减少，十大重仓股集中度为91.19%。\n从调仓动作来看，去年巴菲特从美股科技板块中撤退，加大了对能源和保险等领域的投资。\n譬如，2023年四季度，伯克希尔抛售将近1000万股苹果股票；2024年第一季度末，伯克希尔的苹果持仓市值从1743亿美元降至1354亿美元，经机构测算减持了将近1.16亿股。同时，伯克希尔还对惠普进行了清仓式减持。\n另一边，伯克希尔在去年三季度开始对安达保险进行投资并持续增持，但此前并未对外披露。美国证券交易委员会允许伯克希尔对此保密。本月早些时候在奥马哈举行的伯克希尔年会上，巴菲特也未对外谈及这一话题。\n截至今年一季度末，伯克希尔共持有2592万股安达保险，持仓市值超67亿美元（折合人民币484亿元），跻身伯克希尔的美股前十大重仓股。据道琼斯市场数据，伯克希尔持有的安达保险股份占其总股权的6.4%。\n分析人士认为，这预示着巴菲特对美股市场释放了更审慎的态度。\n巴菲特认为，高科技企业变化太快，不属于自己熟悉的范畴，难以预测其长期竞争优势，更喜欢自己熟悉的领域和长期不变的企业。对于手上的现金头寸增长，巴菲特就表示，除非目前能够找到风险很小，并且能带来丰厚回报的投资标准，否则就不会花这笔钱，“只在正确的时候挥杆一击。”\n事实上，保险业务一直是伯克希尔所关注的主要业务，旗下拥有汽车保险公司Geico、再保险巨头通用再保险（General Re），以及其他多家保险公司。\n巴菲特最近在写给股东的信中也表示：“财产和意外伤害保险为伯克希尔的健康和增长提供了核心保障。”\n据了解，安达保险是一家总部位于瑞士苏黎世的保险公司，在纽交所上市，在全球54个国家和地区开展业务，是全球最大的公开交易的财产和意外伤害保险公司之一，总市值在保险上市公司中排名第五。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","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; 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