Position in CI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,618,241
+$1,278,402 QoQ
Shares Held
5,870
+360.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#644
of 1,682 holders
Holding Since
Sep 2021
20 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, 2026MATHER GROUP, LLC. holds $6,114,703 across 7 Healthcare Plans names. CI ranks #1 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
5,870 | $1,618,241 | |
| 2 | UNH |
Unitedhealth Group Inc
|
3,567 | $1,482,552 | |
| 3 | CVS |
CVS HEALTH Corp
|
10,488 | $1,084,983 | |
| 4 | CNC |
Centene Corp
|
13,199 | $847,243 | |
| 5 | MOH |
Molina Healthcare, Inc.
|
2,900 | $663,230 | |
| 6 | ELV |
Elevance Health, Inc.
|
740 | $286,180 | |
| 7 | HUM |
Humana Inc
|
333 | $132,274 |
All Filings in CI
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,618,241 | 5,870 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $339,839 | 1,274 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $304,679 | 1,107 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $448,228 | 1,555 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $307,108 | 929 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $277,018 | 842 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $234,442 | 849 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $303,481 | 876 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $303,132 | 917 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $219,729 | 605 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $237,164 | 792 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $240,012 | 839 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $231,214 | 824 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $222,566 | 871 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $282,301 | 852 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $262,209 | 945 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $203,437 | 772 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $249,673 | 1,042 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $237,896 | 1,036 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $239,791 | 1,198 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||