Position in CI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,755,972
+$1,254,971 QoQ
Shares Held
9,997
+77.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#523
of 1,679 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026WRIGHT INVESTORS SERVICE INC holds $8,371,647 across 4 Healthcare Plans names. CI ranks #2 (32.9% of the industry book) .
All Filings in CI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,755,972 | 9,997 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,501,001 | 5,627 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,585,599 | 5,761 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,079,374 | 10,683 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,220,844 | 12,768 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $3,528,854 | 10,726 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,275,572 | 11,862 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $4,209,591 | 12,151 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,845,572 | 5,583 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,579,011 | 7,101 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,447,840 | 4,835 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,389,155 | 4,856 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $987,150 | 3,518 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $957,981 | 3,749 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,237,554 | 3,735 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,036,349 | 3,735 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $983,983 | 3,734 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $870,023 | 3,631 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $787,400 | 3,429 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $688,950 | 3,442 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $852,029 | 3,594 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $871,713 | 3,606 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,302,886 | 11,062 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,917,382 | 11,318 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,849,089 | 15,183 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,930,202 | 16,538 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||