Position in CI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$969,015
+$38,325 QoQ
Shares Held
3,515
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#775
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Trust Investment Advisors holds $2,217,567 across 2 Healthcare Plans names. CI ranks #2 (43.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
3,004 | $1,248,552 | |
| 2 | CI |
Cigna Group
This page
|
3,515 | $969,015 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $969,015 | 3,515 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $930,690 | 3,489 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $996,332 | 3,620 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $982,932 | 3,410 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $1,070,748 | 3,239 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,132,089 | 3,441 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $935,010 | 3,386 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,190,367 | 3,436 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,113,690 | 3,369 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,228,671 | 3,383 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,014,536 | 3,388 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $966,630 | 3,379 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $973,401 | 3,469 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $841,715 | 3,294 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,101,705 | 3,325 | Shares | Sole | 2023-02-28 | |
| 2022-09-30 | $955,884 | 3,445 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $904,137 | 3,431 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $893,984 | 3,731 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $838,379 | 3,651 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $710,968 | 3,552 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $817,417 | 3,448 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $804,752 | 3,329 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $716,971 | 3,444 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $580,568 | 3,427 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $627,689 | 3,345 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $592,667 | 3,345 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||