Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$381,816
+$8,366 QoQ
Shares Held
1,385
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,088
of 1,682 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Gallagher Fiduciary Advisors, LLC holds $1,453,249 across 3 Healthcare Plans names. CI ranks #3 (26.3% of the industry book) .
All Filings in CI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,816 | 1,385 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $373,450 | 1,400 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $330,276 | 1,200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $382,507 | 1,327 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $428,762 | 1,297 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $389,865 | 1,185 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $315,351 | 1,142 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $339,164 | 979 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $231,068 | 699 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||