Welch & Forbes LLC

Position in CI — Cigna Group

CIK 105495 Boston, MA

Position in CI

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$2,394,280

+$85,292 QoQ

Shares Held

8,685

+0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#549

of 1,679 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Healthcare · as of Jun 30, 2026

Welch & Forbes LLC holds $4,979,599 across 3 Healthcare Plans names. CI ranks #1 (48.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group This page	8,685	$2,394,280
2	CVS	CVS HEALTH Corp	15,678	$1,621,889
3	UNH	Unitedhealth Group Inc	2,318	$963,430

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,394,280	8,685	+0.3%	Shares	Sole	2026-07-30
2026-03-31	$2,308,988	8,656	-0.2%	Shares	Sole	2026-05-01
2025-12-31	$2,387,345	8,674	-0.8%	Shares	Sole	2026-02-10
2025-09-30	$2,519,881	8,742	-1.9%	Shares	Sole	2025-11-04
2025-06-30	$2,946,128	8,912	-0.0%	Shares	Sole	2025-08-05
2025-03-31	$2,932,706	8,914	-6.4%	Shares	Sole	2025-05-02
2024-12-31	$2,629,957	9,524	+0.2%	Shares	Sole	2025-02-07
2024-09-30	$3,294,297	9,509	-1.1%	Shares	Sole	2024-11-04
2024-06-30	$3,179,752	9,619	+0.4%	Shares	Sole	2024-08-02
2024-03-31	$3,481,176	9,585	-6.1%	Shares	Sole	2024-05-03
2023-12-31	$3,055,587	10,204	-0.0%	Shares	Sole	2024-02-06
2023-09-30	$2,920,202	10,208	-0.3%	Shares	Sole	2023-11-03
2023-06-30	$2,874,185	10,243	+10.5%	Shares	Sole	2023-07-28
2023-03-31	$2,367,740	9,266	-1.9%	Shares	Sole	2023-04-14
2022-12-31	$3,128,843	9,443	-0.2%	Shares	Sole	2023-02-02
2022-09-30	$2,624,866	9,460	-1.0%	Shares	Sole	2022-10-31
2022-06-30	$2,518,197	9,556	+5.3%	Shares	Sole	2022-07-22
2022-03-31	$2,174,939	9,077	-2.5%	Shares	Sole	2022-04-25
2021-12-31	$2,138,773	9,314	+0.8%	Shares	Sole	2022-01-19
2021-09-30	$1,849,278	9,239	-1.3%	Shares	Sole	2021-10-13
2021-06-30	$2,218,026	9,356	-0.9%	Shares	Sole	2021-07-22
2021-03-31	$2,282,267	9,441	-15.0%	Shares	Sole	2021-04-14
2020-12-31	$2,311,214	11,102	0.0%	Shares	Sole	2021-01-20
2020-09-30	$1,880,789	11,102	-3.6%	Shares	Sole	2020-10-23
2020-06-30	$2,161,540	11,519	-0.1%	Shares	Sole	2020-07-15
2020-03-31	$2,043,948	11,536	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.