Investment company Warren Buffett, Berkshire HathawayHe is now sitting at about USD 340 billion in cash. We could potentially see how the legendary stock market investor makes significant trade before retiring at the end of the year.

Of course, there is no guarantee that he will apply this cash to work. But here is a look at S&P 500 A supply, which in my opinion fits the Buffett form.

This S&P 500 reserve has been tanked

Stocks that I will familiarize with today Unitedhealth (NYSE: UNH), the largest health insurance company in the USA (and in the world).

Listed on New York Stock ExchangeCurrently trades for USD 241. This is over 50% below the level at the beginning of the year.

High -quality company on sale

So why do I think Buffett should be interested in this supply? Well, there are several reasons.

At the beginning we know that Buffett loves insurance companies (they are very in his “circle of competence”). For decades, he has invested in many different insurers, including Geico, General Re, Chubb and Alleghany. It is worth noting here that he was actually the owner of Unitedhealth in the past (for about three years in 2006–2009). I imagine that he knows this company very well.

Secondly, we know that he likes to invest in high -quality companies that are not favorable and offer value. This is where we have. In the long run, this insurance company generated a huge number of wealth for investors, thanks to a high return on equity (five -year average of 24%) and a robust balance. However, this year he faced some challenges, and his price of shares has fallen significantly, leaving shares in price to profit (p/e) only 13.5.

Thirdly, he could buy a significant participation in the company. Currently, Unitedhealth has a market capitalization of USD 218 billion. This is less than the value of cash on Berkshire books. So he could buy the whole company if he wanted and become the owner of the company (Buffett likes to think as a company owner, not a stock market speculator).

Short -term challenges

It is worth noting that Buffett did not indicate any tips that he was interested in buying it, and I am just speculating. In addition, it can be discouraged by the challenges that the insurance company is now facing. This year, he reduced the earnings in 2025 several times due to higher demand for healthcare, increased medical costs, not optimal insurance prices and some other problems. These problems may last in the near future. In order for the actions to be reflected, the management will have to prove that it is on them.

Considering the long -term achievements of this company and the current quote, I would not be surprised if we suddenly heard that Buffett was to catch a piece of this business in the coming months. I see high -quality company trade at a reasonable price and I think that the shares are worth considering today.

I emphasize that I’m not saying that he will buy actions. But I believe that he has many things he is looking for in investment.