Position in CI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,389,869
+$94,752 QoQ
Shares Held
8,669
+0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#552
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Chesley Taft & Associates LLC holds $12,828,441 across 3 Healthcare Plans names. CI ranks #2 (18.6% of the industry book) .
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,389,869 | 8,669 | Shares | Other | 2026-07-08 | |
| 2026-03-31 | $2,295,117 | 8,604 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $2,396,977 | 8,709 | Shares | Other | 2026-01-14 | |
| 2025-09-30 | $2,424,759 | 8,412 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,778,855 | 8,406 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,712,605 | 8,245 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,309,911 | 8,365 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,985,619 | 8,618 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,851,166 | 8,625 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,133,603 | 8,628 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,585,151 | 8,633 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $2,463,920 | 8,613 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,418,772 | 8,620 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,218,766 | 8,683 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,985,704 | 9,011 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,506,663 | 9,034 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $2,384,592 | 9,049 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $2,207,766 | 9,214 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $2,115,810 | 9,214 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $1,844,274 | 9,214 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $2,184,362 | 9,214 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $2,251,082 | 9,312 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $1,985,829 | 9,539 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,628,707 | 9,614 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,883,818 | 10,039 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,701,105 | 9,601 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||