Berkshire Hathaway (BRK.B) Pushes Deeper into Japan with Tokio Marine Bet

FomoAnxiety · 2026-03-23T11:17:27+00:00

Berkshire Hathaway plans to acquire a 2.49% stake in Tokio Marine Holdings, marking its continued focus on the Japanese market. Both companies will form a broader investment partnership, following Berkshire's significant investments in Japan since 2019.

FomoAnxiety

2026-03-23 11:17:27

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Berkshire Hathaway (BRK.B) continues to prioritize the Japanese market even as it enters its post-Warren Buffett era. The American diversified holding company plans to take an initial 2.49% stake in Japanese insurance holding company Tokio Marine Holdings TKOMY -2.83% ▼ .

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Tokio Marine disclosed in a filing that it will sell the stake to Berkshire Hathaway’s insurance subsidiary, National Indemnity, by releasing its repurchased shares on agreed terms. In other words, the arrangement is a third-party allotment of its treasury shares.

Berkshire Taps Tokio Marine for Joint Investments

The Tokyo-based company expects the value of the initial deal to be up to ¥287.4 billion ($1.80 billion).

Beyond the stake sale, both companies also plan to set up a broader investment partnership to work together on future deals, including mergers and acquisitions.

Berkshire Doubles Down on Japanese Investments

Since its first major venture into Japanese investments in 2019, Berkshire Hathaway has continued to ramp up its commitment to businesses in the country. As of late last year, it held about $30 billion in its Japanese equity portfolio.

In August 2025, the Nebraska-based conglomerate doubled down on its bet on the Japanese commodity trading industry, pushing its stake in Mitsubishi Corp. (JP:8058) above 10% and raising its holding in Mitsui & Co. MITSY -3.42% ▼ . Months earlier, it similarly boosted its stake in the two companies and three others: Sumitomo Corp (JP:8053), Itochu (JP:8001), and Marubeni (JP:8002).

What’s Next for Berkshire?

Greg Abel, Berkshire Hathaway’s long-time executive, recently took over the leadership reins from Buffett — who is now the company’s chairman. Some analysts believe the holding company could be poised for an acceleration in capital deployment with its heavy cash pile.

Is Berkshire Hathaway a good stock to buy?

Berkshire Hathaway’s more affordable BRK.B shares have limited coverage on Wall Street. However, UBS analyst Brian Meredith recently called the stock a Buy despite lowering his price target from $587 to $578, implying about 20% upside. This gives the share a Moderate Buy consensus rating.

Moreover, BRK.B stock has fallen about 4% since the start of the year and about 9% over the last twelve months.

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