Heritage Trust Co

Bank

Position in CI — Cigna Group

CIK 1706028 OKLAHOMA CITY, OK

Position in CI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,263,716

+$389,310 QoQ

Shares Held

4,584

+39.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#702

of 1,684 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Heritage Trust Co holds $18,852,693 across 3 Healthcare Plans names. CI ranks #3 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	29,111	$12,099,404
2	CVS	CVS HEALTH Corp	53,065	$5,489,573
3	CI	Cigna Group This page	4,584	$1,263,716

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,263,716	4,584	+39.8%	Shares	Sole	2026-08-06
2026-03-31	$874,406	3,278	-0.2%	Shares	Sole	2026-05-13
2025-12-31	$904,130	3,285	-0.4%	Shares	Sole	2026-02-10
2025-09-30	$950,647	3,298	-0.3%	Shares	Sole	2025-11-12
2025-06-30	$1,093,888	3,309	+6.9%	Shares	Other	2025-08-12
2025-03-31	$1,018,255	3,095	-9.9%	Shares	Other	2025-05-09
2024-12-31	$948,540	3,435	+51.1%	Shares	Other	2025-02-13
2024-06-30	$751,384	2,273	+5.5%	Shares	Other	2024-08-12
2024-03-31	$782,310	2,154	+92.3%	Shares	Other	2024-05-10
2023-12-31	$335,383	1,120	0.0%	Shares	Other	2024-02-09
2023-09-30	$320,398	1,120	0.0%	Shares	Other	2023-11-08
2023-06-30	$314,271	1,120	+2.0%	Shares	Other	2023-08-11
2023-03-31	$280,571	1,098	0.0%	Shares	Other	2023-05-12
2022-12-31	$363,810	1,098	-1.3%	Shares	Other	2023-02-10
2022-09-30	$308,546	1,112	0.0%	Shares	Other	2022-11-10
2022-06-30	$293,034	1,112	+0.6%	Shares	Other	2022-08-11
2022-03-31	$264,768	1,105	0.0%	Shares	Other	2022-05-11
2021-12-31	$253,740	1,105	+0.5%	Shares	Sole	2022-02-09
2021-09-30	$220,175	1,100	0.0%	Shares	Other	2021-11-09
2021-06-30	$260,776	1,100	-0.5%	Shares	Other	2021-08-09
2021-03-31	$267,121	1,105	+0.3%	Shares	Other	2021-05-12
2020-12-31	$229,414	1,102	—	Shares	Other	2021-02-11
No filing history on record for this holder in this stock.