W.G. Shaheen & Associates DBA Whitney & Co

Position in CI — Cigna Group

CIK 1577001 ROCHESTER, NY

Position in CI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$14,555,904

+$634,489 QoQ

Shares Held

52,800

+1.2% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

1.30%

of 13F equity value

Holder Rank

#70

of 855 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Healthcare · as of Jun 30, 2026

W.G. Shaheen & Associates DBA Whitney & Co holds $35,112,545 across 4 Healthcare Plans names. CI ranks #2 (41.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MOH	Molina Healthcare, Inc.	76,661	$17,532,370
2	CI	Cigna Group This page	52,800	$14,555,904
3	CVS	CVS HEALTH Corp	19,750	$2,043,137
4	ELV	Elevance Health, Inc.	2,537	$981,134

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,555,904	52,800	+1.2%	Shares	Sole	2026-07-28
2026-03-31	$13,921,415	52,189	-0.1%	Shares	Sole	2026-05-05
2025-12-31	$14,381,317	52,252	+0.3%	Shares	Sole	2026-01-30
2025-09-30	$15,018,113	52,101	-0.4%	Shares	Sole	2025-11-07
2025-06-30	$17,295,615	52,319	+0.5%	Shares	Sole	2025-08-05
2025-03-31	$17,119,186	52,034	+1.3%	Shares	Sole	2025-05-06
2024-12-31	$14,181,998	51,358	+0.2%	Shares	Sole	2025-02-04
2024-09-30	$17,762,671	51,272	+1.0%	Shares	Sole	2024-11-07
2024-06-30	$16,774,113	50,743	-8.5%	Shares	Sole	2024-07-30
2024-03-31	$20,143,606	55,463	-1.3%	Shares	Sole	2024-05-08
2023-12-31	$16,820,106	56,170	+0.6%	Shares	Sole	2024-02-13
2023-09-30	$15,970,715	55,828	+0.8%	Shares	Sole	2023-11-08
2023-06-30	$15,540,750	55,384	+24.5%	Shares	Sole	2023-08-14
2023-03-31	$11,371,596	44,502	+2.4%	Shares	Sole	2023-05-03
2022-12-31	$14,394,403	43,443	-7.8%	Shares	Sole	2023-02-03
2022-09-30	$13,071,611	47,110	-0.0%	Shares	Sole	2022-11-09
2022-06-30	$12,414,954	47,112	+0.4%	Shares	Sole	2022-08-05
2022-03-31	$11,244,418	46,928	+2.8%	Shares	Sole	2022-05-13
2021-12-31	$10,483,528	45,654	+3.5%	Shares	Sole	2022-02-11
2021-09-30	$8,830,658	44,118	+42.9%	Shares	Sole	2021-11-12
2021-06-30	$7,320,721	30,880	-0.1%	Shares	Sole	2021-08-13
2021-03-31	$7,474,359	30,919	+0.3%	Shares	Sole	2021-05-11
2020-12-31	$6,418,605	30,832	-1.3%	Shares	Sole	2021-02-10
2020-09-30	$5,290,843	31,231	+0.3%	Shares	Sole	2020-11-13
2020-06-30	$5,844,922	31,148	+1.5%	Shares	Sole	2020-08-13
2020-03-31	$5,439,426	30,700	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.