Position in CI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$250,868
+$3,858 QoQ
Shares Held
910
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,247
of 1,682 holders
Holding Since
Dec 2023
11 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, 2026Segment Wealth Management, LLC holds $451,066 across 2 Healthcare Plans names. CI ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
910 | $250,868 | |
| 2 | HUM |
Humana Inc
|
504 | $200,198 |
All Filings in CI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,868 | 910 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $247,010 | 926 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $240,826 | 875 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $252,218 | 875 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $322,976 | 977 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $337,883 | 1,027 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $283,595 | 1,027 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $355,793 | 1,027 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $339,495 | 1,027 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $372,996 | 1,027 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $247,645 | 827 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||