Position in CI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$505,045
+$17,960 QoQ
Shares Held
1,832
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#981
of 1,679 holders
Holding Since
Mar 2020
26 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, 2026North Star Investment Management Corp. holds $2,193,841 across 7 Healthcare Plans names. CI ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,886 | $783,878 | |
| 2 | CI |
Cigna Group
This page
|
1,832 | $505,045 | |
| 3 | CVS |
CVS HEALTH Corp
|
4,306 | $445,455 | |
| 4 | HUM |
Humana Inc
|
610 | $242,304 | |
| 5 | ELV |
Elevance Health, Inc.
|
522 | $201,873 | |
| 6 | CNC |
Centene Corp
|
217 | $13,929 | |
| 7 | CLOV |
Clover Health Investments, Corp. /De
|
259 | $1,357 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,045 | 1,832 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $487,085 | 1,826 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $478,900 | 1,740 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $121,065 | 420 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $138,843 | 420 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $138,180 | 420 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $118,187 | 428 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $148,276 | 428 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $141,483 | 428 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $229,899 | 633 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $113,192 | 378 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $108,134 | 378 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $106,066 | 378 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $96,590 | 378 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $30,814 | 93 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $23,584 | 85 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $35,838 | 136 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $32,586 | 136 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $64,296 | 280 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $27,221 | 136 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $48,362 | 204 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $49,314 | 204 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $93,889 | 451 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $94,191 | 556 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $91,573 | 488 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $131,290 | 741 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||