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Berkshire Hathaway B shares down 1.8% YTD, lag S&P 500 by 12.4 points in 2026

Berkshire Hathaway's B shares are down 1.8% year-to-date through mid-2026, trailing the S&P 500's 10.7% return by 12.4 percentage points as markets favor growth over value, questioning Berkshire's defensive strategy amid a tech rally.

📅 July 11, 2026 🕐 1 min read 📰 CNBC

2 assets impacted (Stocks). Net bias: 1 Bullish, 1 Bearish, 0 Neutral. Strongest signal: BRK.B ↓ 5/10 (90% confidence).

📊 Affected Assets (2)

BRK.B

Bearish 🤖 90%

📆 Mid-term 🌍 US · Explicit

Berkshire Hathaway's B shares fell 1.8% year-to-date, leaving it 12.4 percentage points behind the S&P 500, as detailed in the article. The decline highlights the stock's underperformance amid a market favoring growth over value.

▼ Show FAQ (3) ▲ Hide FAQ

What is Berkshire Hathaway's stock performance in 2026?

The B shares are down 1.8% year-to-date as of mid-2026.

How does Berkshire's performance compare to the S&P 500?

Berkshire lags the S&P 500's 10.7% gain by 12.4 percentage points.

What does this underperformance suggest?

The article does not specify reasons, but the gap suggests value-oriented holdings like Berkshire are out of favor as markets favor growth-oriented investments.

SPX

Bullish 🤖 90%

📆 Mid-term 🌍 US · Explicit

The S&P 500 is reported to have gained 10.7% year-to-date through mid-2026, reflecting broad market strength that contrasts with Berkshire's losses.

▼ Show FAQ (3) ▲ Hide FAQ

What is the S&P 500's return in 2026 so far?

The S&P 500 is up 10.7% year-to-date through the first half of 2026.

Is the S&P 500 outperforming Berkshire Hathaway?

Yes, the S&P 500 leads Berkshire Hathaway's B shares by 12.4 percentage points.

What does the S&P 500's performance indicate?

It indicates broad market strength, likely driven by growth sectors, as the index delivers a double-digit return while value stocks like Berkshire decline.

🎯 Key Takeaways

Berkshire Hathaway's B shares fell 1.8% in the first half of 2026.
The S&P 500 returned 10.7% over the same period.
Berkshire underperformed the index by 12.4 percentage points.
The performance gap highlights a rotation away from value-oriented stocks toward growth sectors.

📝 Executive Summary

With 2026 a bit more than half over, Berkshire Hathaway's B shares are down 1.8% year-to-date and 12.4 percentage points behind the S&P 500's 10.7% gain.

❓ FAQ

What is Berkshire Hathaway's year-to-date performance in 2026?

Berkshire Hathaway's B shares are down 1.8% year-to-date through the first half of 2026.

How much is Berkshire underperforming the S&P 500?

Berkshire lags the S&P 500's 10.7% gain by 12.4 percentage points.

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CNBC

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