Subject: BRK Q1 / AGM
So the big news on the portfolio will probably be the further sale of AAPL shares in the quarter. The number of Apple shares BRK owns has gone from 905.56 million at year-end to something approximating 789.596 million shares (plenty of rounding error built in to the latter figure).


Insurance float was down $1 Billion, somewhat rare but not a big deal.


Cost basis of "Banks Insurance and Finance" category of stocks increased again by $1.377 Billion so this "mystery position" does not seem like an easy stock to accumulate in size (or they are being very price sensitive?).