BEACON FINANCIAL GROUP

Position in CI — Cigna Group

CIK 1591379 DALLAS, TX

Position in CI

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$452,390

+$16,521 QoQ

Shares Held

1,641

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,025

of 1,679 holders

Holding Since

Mar 2020

24 quarters on record

Healthcare · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $2,095,668 across 3 Healthcare Plans names. CI ranks #3 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	2,644	$1,098,925
2	CVS	CVS HEALTH Corp	5,262	$544,353
3	CI	Cigna Group This page	1,641	$452,390

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$452,390	1,641	+0.4%	Shares	Sole	2026-07-16
2026-03-31	$435,869	1,634	+1.1%	Shares	Sole	2026-04-30
2025-12-31	$444,771	1,616	+0.6%	Shares	Sole	2026-04-01
2025-09-30	$462,929	1,606	-4.8%	Shares	Sole	2025-10-08
2025-06-30	$557,688	1,687	-3.2%	Shares	Sole	2025-07-09
2025-03-31	$573,447	1,743	-20.6%	Shares	Sole	2025-04-10
2024-12-31	$606,403	2,196	-6.5%	Shares	Sole	2025-01-29
2024-09-30	$813,441	2,348	+1.8%	Shares	Sole	2024-11-12
2024-06-30	$762,294	2,306	-3.8%	Shares	Sole	2024-08-06
2024-03-31	$870,203	2,396	-7.4%	Shares	Sole	2024-05-07
2023-12-31	$774,677	2,587	-3.3%	Shares	Sole	2024-02-23
2023-06-30	$750,605	2,675	-28.6%	Shares	Sole	2023-07-20
2022-12-31	$1,241,199	3,746	-4.3%	Shares	Sole	2023-01-19
2022-09-30	$1,085,740	3,913	-0.6%	Shares	Sole	2022-10-13
2022-06-30	$1,036,951	3,935	-2.7%	Shares	Sole	2022-07-19
2022-03-31	$968,982	4,044	-1.1%	Shares	Sole	2022-04-08
2021-12-31	$939,186	4,090	+7.0%	Shares	Sole	2022-01-07
2021-09-30	$765,411	3,824	+5.9%	Shares	Sole	2021-10-13
2021-06-30	$856,059	3,611	-5.5%	Shares	Sole	2021-07-26
2021-03-31	$924,172	3,823	0.0%	Shares	Sole	2021-08-16
2020-12-31	$795,872	3,823	+2.7%	Shares	Sole	2021-01-15
2020-09-30	$630,882	3,724	+24.3%	Shares	Sole	2020-10-13
2020-06-30	$562,199	2,996	+4.2%	Shares	Sole	2020-08-05
2020-03-31	$509,215	2,874	—	Shares	Sole	2020-06-29
No filing history on record for this holder in this stock.