伯克希尔时隔14年重返医疗保险板块

Core Viewpoint - Berkshire Hathaway has re-entered the healthcare insurance sector by purchasing 5.04 million shares of UnitedHealth Group, valued at approximately $1.57 billion as of June 30, marking its first investment in this sector since exiting in 2010 [3][4]. Group 1: Berkshire Hathaway's Investment Activities - In Q2, Berkshire Hathaway significantly increased its stake in residential builders DR Horton and Lennar, while also initiating positions in safety product supplier Allegion, outdoor advertising company Lamar Advertising, and steel manufacturer Nucor, all of which saw varying degrees of stock price increases in after-hours trading [4]. - Berkshire Hathaway sold approximately $3 billion more in stocks than it bought during the April to June period, marking the 11th consecutive quarter of net selling in U.S. stocks. As of June 30, the company held $344.1 billion in cash and equivalents [5]. Group 2: Market Reactions and Historical Context - Following the announcement of Berkshire's investment in UnitedHealth, the stock price surged over 10% in after-hours trading. UnitedHealth's stock had previously declined nearly 50% this year due to rising medical costs, a U.S. Department of Justice investigation, a cyberattack last year, and the tragic death of former executive Brian Thompson [3]. - Warren Buffett had previously held UnitedHealth shares from 2006 to 2009, peaking at about 1.18 million shares, but exited due to broader pressures on the healthcare insurance sector at that time [3].