Position in CI
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$595,468
+$1,683 QoQ
Shares Held
2,160
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#925
of 1,679 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $3,791,876 across 10 Healthcare Plans names. CI ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
4,901 | $2,037,002 | |
| 2 | CI |
Cigna Group
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|
2,160 | $595,468 | |
| 3 | CVS |
CVS HEALTH Corp
|
4,135 | $427,765 | |
| 4 | ELV |
Elevance Health, Inc.
|
823 | $318,278 | |
| 5 | HUM |
Humana Inc
|
470 | $186,693 | |
| 6 | CNC |
Centene Corp
|
2,385 | $153,093 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
264 | $60,376 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
308 | $7,333 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,468 | 2,160 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $593,785 | 2,226 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $593,120 | 2,155 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $880,892 | 3,056 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,757,041 | 11,365 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,879,897 | 11,793 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $3,615,224 | 13,092 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $5,523,639 | 15,944 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $5,343,333 | 16,164 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $5,529,204 | 15,224 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $4,507,321 | 15,052 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $4,356,560 | 15,229 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $4,387,742 | 15,637 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,255,085 | 16,652 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $5,487,321 | 16,561 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $4,506,667 | 16,242 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $4,182,325 | 15,871 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $3,790,150 | 15,818 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $3,564,316 | 15,522 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,096,475 | 15,470 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,634,757 | 15,332 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,557,929 | 14,718 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,869,553 | 13,784 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,937,372 | 11,436 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $12,009 | 64 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $11,339 | 64 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||