Position in CI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$29,700,478
+$6,360,149 QoQ
Shares Held
111,342
+31.3% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026CWM, LLC holds $127,252,517 across 11 Healthcare Plans names. CI ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
184,507 | $49,925,749 | |
| 2 | CI |
Cigna Group
This page
|
111,342 | $29,700,478 | |
| 3 | CNC |
Centene Corp
|
781,665 | $25,591,712 | |
| 4 | CVS |
CVS HEALTH Corp
|
146,447 | $10,517,823 | |
| 5 | MOH |
Molina Healthcare, Inc.
|
56,253 | $7,498,524 | |
| 6 | ELV |
Elevance Health, Inc.
|
6,803 | $1,991,578 | |
| 7 | ALHC |
Alignment Healthcare, Inc.
|
42,353 | $746,259 | |
| 8 | PGNY |
Progyny, Inc.
|
41,774 | $709,322 |
All Filings in CI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,700,478 | 111,342 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $23,340,329 | 84,803 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $21,687,065 | 75,237 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $25,265,237 | 76,427 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $24,684,212 | 75,028 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $19,026,322 | 68,901 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $24,560,170 | 70,893 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $23,336,589 | 70,595 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $25,838,789 | 71,144 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $21,902,371 | 73,142 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $23,567,304 | 82,383 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $25,077,222 | 89,370 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $24,145,285 | 94,491 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $36,050,786 | 108,803 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $31,551,668 | 113,712 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $32,782,415 | 124,402 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $28,789,620 | 120,152 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $27,416,903 | 119,396 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $25,084,613 | 105,811 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $25,578,751 | 105,811 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $22,027,733 | 105,811 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $17,925,441 | 105,811 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $19,855,434 | 105,811 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $18,747,592 | 105,811 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||