Growing public appetite for healthcare reform and international drug pricing models poses a risk to private insurance providers.

Strong earnings beat and ability to reprice premiums to offset medical costs; viewed as a turnaround play.

Touched the lower boundary of a secular trend channel dating back to the 1990s; seen as a core holding for stability and dividends.

Stock surged 10% after a significant earnings beat and conservative previous guidance.

Performing very well in the current environment and included as a portfolio winner.

Has performed well recently; benefits from disinflation in medical care commodities which provides a tailwind for managed care providers.

Suffered from rising costs, though saw a relief rally following revised Medicare Advantage pricing.

Stock jumped 9% following a favorable government rate increase to 2.48%.

Facing structural challenges in Optum division, aggressive risk coding scrutiny, and regulatory headwinds regarding flat rate updates.

Berkshire Hathaway made no changes to its position in Q4, holding its stake steady.