Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$56,111,354
+$21,263,668 QoQ
Shares Held
203,538
+55.8% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#124
of 1,696 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 39%
Shared 25%
None 36%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Cerity Partners LLC holds $425,959,631 across 11 Healthcare Plans names. CI ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
333,274 | $138,518,671 | |
| 2 | ELV |
Elevance Health, Inc.
|
197,493 | $76,376,466 | |
| 3 | CI |
Cigna Group
This page
|
203,538 | $56,111,354 | |
| 4 | CNC |
Centene Corp
|
748,023 | $48,015,595 | |
| 5 | CVS |
CVS HEALTH Corp
|
435,153 | $45,016,577 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
118,972 | $27,208,895 | |
| 7 | HUM |
Humana Inc
|
62,336 | $24,761,103 | |
| 8 | CLOV |
Clover Health Investments, Corp. /De
|
1,232,886 | $6,460,321 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,111,354 | 203,538 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $34,847,686 | 130,638 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $64,587,672 | 234,668 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $26,259,575 | 91,100 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $31,308,570 | 94,708 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $30,974,034 | 94,146 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $25,744,532 | 93,230 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $37,595,668 | 108,520 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $28,955,948 | 87,594 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $35,381,243 | 97,418 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $19,501,854 | 590,063 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $14,815,279 | 51,789 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,844,534 | 67,158 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $14,823,039 | 58,009 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $18,205,144 | 54,944 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $14,110,459 | 50,854 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,784,994 | 52,311 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $3,182,979 | 13,284 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $3,462,131 | 15,077 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,504,201 | 12,511 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $2,851,240 | 12,027 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,978,478 | 12,321 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $2,235,645 | 10,739 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,907,726 | 11,261 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $528,422 | 2,816 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $822,823 | 4,644 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||