Position in CI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,560,515
-$46,966 QoQ
Shares Held
9,288
-5.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#534
of 1,682 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Essex Financial Services, Inc. holds $10,564,672 across 7 Healthcare Plans names. CI ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
7,973 | $3,313,817 | |
| 2 | CI |
Cigna Group
This page
|
9,288 | $2,560,515 | |
| 3 | CVS |
CVS HEALTH Corp
|
23,774 | $2,459,420 | |
| 4 | ELV |
Elevance Health, Inc.
|
3,228 | $1,248,364 | |
| 5 | CNC |
Centene Corp
|
7,617 | $488,935 | |
| 6 | HUM |
Humana Inc
|
713 | $283,217 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
920 | $210,404 |
All Filings in CI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,560,515 | 9,288 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $2,607,481 | 9,775 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $2,640,006 | 9,592 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,815,626 | 9,768 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $3,101,501 | 9,382 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $3,054,436 | 9,284 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $2,512,321 | 9,098 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $3,226,049 | 9,312 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $3,569,494 | 10,798 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $3,419,797 | 9,416 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,906,761 | 9,707 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,762,577 | 9,657 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,732,202 | 9,737 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,540,223 | 9,941 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,134,145 | 9,459 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,475,032 | 8,920 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,221,473 | 8,430 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,023,985 | 8,447 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,919,706 | 8,360 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,755,203 | 8,769 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,992,336 | 8,404 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $2,031,582 | 8,404 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||