
Berkshire Hathaway now owns 5.04 million shares of UnitedHealth Group, worth $1.57 billion as of June 30. https://www.msn.com/en-ca/money/topstories/berkshire-invests-in-unitedhealth-trims-apple-stake/ar-AA1KxN2n
and, another one
MICHAEL BURRY ADDS $115M OF $UNH pic.twitter.com/69BNEvrdXX
— amit (@amitisinvesting) August 14, 2025
The position was built quietly over two quarters. “Warren Buffett’s Berkshire Hathaway revealed a new stake in troubled insurer UnitedHealth after secretly building the position for two quarters in a row.” https://www.cnbc.com/2025/08/14/warren-buffetts-berkshire-hathaway-unh.html
The timing is brutal. “UnitedHealth faces soaring medical costs, federal investigations, the fallout of the killing of a top executive and a cyberattack last year.” https://money.usnews.com/investing/news/articles/2025-08-14/berkshire-hathaway-acquires-5-million-shares-in-unitedhealth