Patriot Financial Group Insurance Agency, LLC

Insurance

Position in CI — Cigna Group

CIK 1694883 Westborough, MA

Position in CI

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

Position Value

$1,562,554

-$1,524,277 QoQ

Shares Held

5,668

-51.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#652

of 1,679 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $4,600,032 across 4 Healthcare Plans names. CI ranks #1 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group This page	5,668	$1,562,554
2	CVS	CVS HEALTH Corp	14,881	$1,539,439
3	UNH	Unitedhealth Group Inc	2,564	$1,065,675
4	ELV	Elevance Health, Inc.	1,118	$432,364

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,562,554	5,668	-51.0%	Shares	Sole	2026-07-16
2026-03-31	$3,086,831	11,572	+88.9%	Shares	Sole	2026-04-22
2025-12-31	$1,686,058	6,126	+7.3%	Shares	Sole	2026-01-26
2025-09-30	$1,646,195	5,711	+2.4%	Shares	Sole	2025-10-08
2025-06-30	$1,842,983	5,575	-0.7%	Shares	Sole	2025-07-21
2025-03-31	$1,847,664	5,616	-0.9%	Shares	Sole	2025-04-14
2024-12-31	$1,564,333	5,665	-1.6%	Shares	Sole	2025-01-22
2024-09-30	$1,995,147	5,759	-3.4%	Shares	Sole	2024-10-24
2024-06-30	$1,971,519	5,964	+3.1%	Shares	Sole	2024-07-26
2024-03-31	$2,100,690	5,784	+2.8%	Shares	Sole	2024-04-30
2023-12-31	$1,684,406	5,625	+16.1%	Shares	Sole	2024-01-19
2023-09-30	$1,386,581	4,847	+28.7%	Shares	Sole	2023-10-19
2023-06-30	$1,057,020	3,767	+77.1%	Shares	Sole	2023-07-17
2023-03-31	$543,512	2,127	-16.3%	Shares	Sole	2023-04-20
2022-12-31	$842,266	2,542	+2.7%	Shares	Sole	2023-01-17
2022-09-30	$686,460	2,474	-6.2%	Shares	Sole	2022-11-01
2022-06-30	$694,902	2,637	+5.4%	Shares	Sole	2022-07-29
2022-03-31	$599,743	2,503	+7.4%	Shares	Sole	2022-05-11
2021-12-31	$535,037	2,330	+5.9%	Shares	Sole	2022-01-10
2021-09-30	$440,352	2,200	+10.4%	Shares	Sole	2021-11-24
2021-06-30	$472,243	1,992	+8.3%	Shares	Sole	2021-07-30
2021-03-31	$444,559	1,839	+75.0%	Shares	Sole	2021-04-29
2020-12-31	$218,797	1,051	0.0%	Shares	Sole	2021-01-15
2020-09-30	$178,049	1,051	0.0%	Shares	Sole	2020-10-21
2020-06-30	$197,220	1,051	0.0%	Shares	Sole	2020-07-10
2020-03-31	$186,216	1,051	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.