Position in CI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,858,910
+$103,429 QoQ
Shares Held
6,743
+2.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#599
of 1,682 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, 2026WHITTIER TRUST CO holds $38,068,656 across 6 Healthcare Plans names. CI ranks #3 (4.9% 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 | $1,858,910 | 6,743 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,755,481 | 6,581 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,820,646 | 6,615 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,920,609 | 6,663 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,223,481 | 6,726 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,162,846 | 6,574 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,844,062 | 6,678 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,324,612 | 6,710 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,203,249 | 6,665 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,519,812 | 6,938 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,115,913 | 7,066 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $2,087,451 | 7,297 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,070,827 | 7,380 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $5,879,489 | 23,009 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $7,633,741 | 23,039 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $6,384,306 | 23,009 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $5,760,283 | 21,859 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $5,234,998 | 21,848 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $5,070,459 | 22,081 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $4,432,742 | 22,146 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,261,531 | 22,194 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $5,261,953 | 21,767 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,449,222 | 21,372 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,618,257 | 21,358 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $4,230,569 | 22,545 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $4,362,171 | 24,620 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||