Choate Investment Advisors

Position in CI — Cigna Group

CIK 1399794 BOSTON, MA

Position in CI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,997,852

+$68,450 QoQ

Shares Held

7,247

+0.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#583

of 1,682 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Healthcare · as of Jun 30, 2026

Choate Investment Advisors holds $5,981,124 across 4 Healthcare Plans names. CI ranks #2 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	6,728	$2,796,358
2	CI	Cigna Group This page	7,247	$1,997,852
3	CVS	CVS HEALTH Corp	8,692	$899,187
4	ELV	Elevance Health, Inc.	744	$287,727

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,997,852	7,247	+0.2%	Shares	Sole	2026-08-11
2026-03-31	$1,929,402	7,233	+2.9%	Shares	Sole	2026-05-13
2025-12-31	$1,934,866	7,030	-0.6%	Shares	Sole	2026-02-09
2025-09-30	$2,038,215	7,071	+3.3%	Shares	Sole	2025-11-10
2025-06-30	$2,263,150	6,846	-1.2%	Shares	Sole	2025-08-12
2025-03-31	$2,278,654	6,926	+0.0%	Shares	Sole	2025-05-14
2024-12-31	$1,911,717	6,923	+1.5%	Shares	Sole	2025-02-10
2024-09-30	$2,364,106	6,824	+0.3%	Shares	Sole	2024-11-13
2024-06-30	$2,248,537	6,802	+311.5%	Shares	Sole	2024-08-08
2024-03-31	$600,353	1,653	0.0%	Shares	Sole	2024-05-07
2023-12-31	$494,990	1,653	+0.8%	Shares	Sole	2024-02-14
2023-09-30	$469,154	1,640	+5.4%	Shares	Sole	2023-10-30
2023-06-30	$436,613	1,556	+0.5%	Shares	Sole	2023-08-01
2023-03-31	$395,560	1,548	0.0%	Shares	Sole	2023-05-15
2022-12-31	$512,914	1,548	0.0%	Shares	Sole	2023-02-14
2022-09-30	$429,523	1,548	0.0%	Shares	Sole	2022-11-14
2022-06-30	$407,928	1,548	0.0%	Shares	Sole	2022-08-11
2022-03-31	$370,916	1,548	0.0%	Shares	Sole	2022-04-29
2021-12-31	$355,467	1,548	-0.3%	Shares	Sole	2022-02-07
2021-09-30	$310,848	1,553	-4.4%	Shares	Sole	2021-11-04
2021-06-30	$385,238	1,625	-28.0%	Shares	Sole	2021-07-30
2021-03-31	$545,365	2,256	-2.7%	Shares	Sole	2021-05-07
2020-12-31	$482,769	2,319	+0.8%	Shares	Sole	2021-02-08
2020-09-30	$389,812	2,301	-10.2%	Shares	Sole	2020-10-26
2020-06-30	$480,571	2,561	-27.7%	Shares	Sole	2020-07-23
2020-03-31	$627,571	3,542	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.