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BRK-B · Forward model · Insurance — underwriting · Abel's price case

What has to happen in Insurance — underwriting

Model as of

This page changes Insurance — underwriting inside the complete BRK-B model. Every other vertical, corporate programme and valuation assumption stays in the selected portfolio case.

BRK-B forward model
Horizon
Consolidated fair value $488.00 all other verticals held in this portfolio case
Final-quarter revenue $24.27B 22% of company revenue
Explicit segment contribution $34.07B EBITDA less segment capex, before corporate items

A reverse DCF onto the CEO's own transaction, not a forecast. Abel bought nothing in April, then 1,458,312 Class B shares at an average $476.01 in May and 7,139,881 at $487.98 in June — $4,527.9M in all — under a programme whose sole condition is that the repurchase price be 'below Berkshire's intrinsic value, as conservatively determined by Berkshire's Chief Executive Officer after consultation with the Chairman of the Board'. That is a disclosed transaction at a disclosed price, and it says intrinsic value exceeded $487.98 in June 2026. This case holds EVERY operating assumption at base — same growth, same margins, same exit multiple — and asks only what cost of equity reproduces $487.98. The answer is 13.65%, and at an 11x exit it is 12.11%. Neither is a rate anybody would defend for a railroad, a regulated utility group and a P&C underwriter, which is the point: on this model's own arithmetic Abel was buying comfortably below fair value rather than at the edge of it. Result: $488.00 a share, -3.1% on the tape.

Insurance — underwriting

Basis quarter$22.48B
Final quarter$24.27B
Implied CAGR+2%
Final revenue mix22%

Premiums earned by GEICO, Berkshire Hathaway Primary Group and Berkshire Hathaway Reinsurance Group against losses, life and health benefits and underwriting expenses. $22,475M of segment revenue and $2,180M of pre-tax earnings in the basis quarter. This line is the COST OF FLOAT: the $177.5 billion of insurance liabilities it generates funds part of the investment portfolio carried in netCash, and because underwriting is profitable that cost is currently negative. It stays in the model even though the assets it funds are added at market rather than capitalised — if underwriting ever turns loss-making the model charges the loss and the float treatment self-corrects.

Last four quarters
2025 Q3 $22.45B Reported
2025 Q4 $22.46B Estimated
2026 Q1 $22.00B Reported
2026 Q2 $22.48B Reported
GEICO premiums earnedBH Primary premiums earnedBHRG premiums earned
Sequential growth +0.2%/qtr decaying toward +0.5% 0.2% a quarter. Trailing-twelve-month premium growth was 0.62%; volume is flat and rate is the whole story.
Insurance — underwriting

Latest: $24.27B (2031Q2E)

Period Value
2022Q1 $17.49B
2022Q2 $18.08B
2022Q3 $18.75B
2022Q4 $20.25B
2023Q1 $19.80B
2023Q2 $20.56B
2023Q3 $21.36B
2023Q4 $21.69B
2024Q1 $21.47B
2024Q2 $21.95B
2024Q3 $22.05B
2024Q4 $22.77B
2025Q1 $21.80B
2025Q2 $22.20B
2025Q3 $22.45B
2025Q4 $22.46B
2026Q1 $22.00B
2026Q2 $22.48B
2026Q3E $22.52B
2026Q4E $22.57B
2027Q1E $22.63B
2027Q2E $22.70B
2027Q3E $22.77B
2027Q4E $22.85B
2028Q1E $22.93B
2028Q2E $23.02B
2028Q3E $23.11B
2028Q4E $23.20B
2029Q1E $23.30B
2029Q2E $23.40B
2029Q3E $23.50B
2029Q4E $23.61B
2030Q1E $23.71B
2030Q2E $23.82B
2030Q3E $23.93B
2030Q4E $24.04B
2031Q1E $24.15B
2031Q2E $24.27B

Assumptions & reasoning

  • 9.70% is the basis quarter's own pre-tax margin, $2,180M on $22,475M. Terminal 10.80% is the trailing-twelve-month margin, $9,649M on $89,383M, which is the through-cycle figure: the quarterly series runs from 4.69% in 2024 Q3 to 18.43% in 2024 Q4 purely on catastrophe timing and prior-year reserve releases, and no single quarter is a run rate.
  • The basis quarter is a BENIGN one and the filing says so twice. There was no significant catastrophe event — none over $150M — in the first six months of 2026, against $1.1 billion of Southern California wildfire losses in 1H 2025, and underwriting earnings still fell 13.1%. GEICO's loss ratio rose 4.8 points to 76.6% and its underwriting expense ratio rose 2.9 points to 14.6%, while $1.5 billion of favourable prior-accident-year development was taken in the half.
  • Berkshire publishes GEICO, BH Primary and BHRG separately inside this segment and the model deliberately does NOT split them. Underwriting is one economic line with one driver; three verticals would triple the count and add no information the engine could use.
  • Segment earnings before income taxes are struck after this segment's OWN interest expense. The seven segments' interest lines sum to $1,437M in the basis quarter against $1,335M of CONSOLIDATED interest expense, so every dollar of Berkshire's interest cost is already charged inside a vertical margin. That is why no debt is netted in spec.netCash: subtracting the $128,599M of borrowings as well would take the same cost twice.
  • Berkshire files no fourth-quarter report. Every Q4 point here is the annual figure less the nine-month figure from that year's third-quarter 10-Q and is flagged estimated for that reason; Q1, Q2 and Q3 are read directly from the filed segment notes and are not.
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