Goelzer Investment Management, Inc.

Position in CI — Cigna Group

CIK 1550057 CARMEL, IN

Position in CI

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,905,007

-$119,983 QoQ

Shares Held

14,165

-6.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#460

of 1,682 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Healthcare · as of Jun 30, 2026

Goelzer Investment Management, Inc. holds $13,822,935 across 4 Healthcare Plans names. CI ranks #2 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	17,688	$7,351,663
2	CI	Cigna Group This page	14,165	$3,905,007
3	ELV	Elevance Health, Inc.	4,877	$1,886,082
4	CVS	CVS HEALTH Corp	6,575	$680,183

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,905,007	14,165	-6.1%	Shares	Sole	2026-07-15
2026-03-31	$4,024,990	15,089	-0.4%	Shares	Sole	2026-04-09
2025-12-31	$4,170,284	15,152	+1.6%	Shares	Sole	2026-01-14
2025-09-30	$4,300,690	14,920	-2.8%	Shares	Sole	2025-10-14
2025-06-30	$5,075,725	15,354	-1.6%	Shares	Sole	2025-07-09
2025-03-31	$5,135,361	15,609	-2.3%	Shares	Sole	2025-04-29
2024-12-31	$4,410,231	15,971	-2.7%	Shares	Sole	2025-01-21
2024-09-30	$5,685,080	16,410	-1.5%	Shares	Sole	2024-10-04
2024-06-30	$5,504,982	16,653	-3.7%	Shares	Sole	2024-08-09
2024-03-31	$6,282,460	17,298	-3.8%	Shares	Sole	2024-05-02
2023-12-31	$5,386,207	17,987	-25.2%	Shares	Sole	2024-02-08
2023-09-30	$6,876,836	24,039	-3.1%	Shares	Sole	2023-11-13
2023-06-30	$6,963,930	24,818	+0.8%	Shares	Sole	2023-07-27
2023-03-31	$6,288,593	24,610	+14.6%	Shares	Sole	2023-04-28
2022-12-31	$7,117,845	21,482	+0.1%	Shares	Sole	2023-01-20
2022-09-30	$5,953,396	21,456	+2.1%	Shares	Sole	2022-11-14
2022-06-30	$5,536,818	21,011	+50.6%	Shares	Sole	2022-08-01
2022-03-31	$3,342,799	13,951	+1.2%	Shares	Sole	2022-05-10
2021-12-31	$3,164,531	13,781	+2.7%	Shares	Sole	2022-02-11
2021-09-30	$2,686,947	13,424	—	Shares	Sole	2021-10-29
No filing history on record for this holder in this stock.