Beaton Management Co. Inc.

Position in CI — Cigna Group

CIK 1714678 HAVERHILL, MA

Position in CI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$652,810

+$4,608 QoQ

Shares Held

2,368

-2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#887

of 1,682 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Beaton Management Co. Inc. holds $1,705,143 across 3 Healthcare Plans names. CI ranks #2 (38.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	7,360	$761,392
2	CI	Cigna Group This page	2,368	$652,810
3	UNH	Unitedhealth Group Inc	700	$290,941

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$652,810	2,368	-2.6%	Shares	Sole	2026-08-07
2026-03-31	$648,202	2,430	0.0%	Shares	Sole	2026-05-12
2025-12-31	$668,808	2,430	-1.6%	Shares	Sole	2026-02-10
2025-09-30	$711,689	2,469	-0.1%	Shares	Sole	2025-11-12
2025-06-30	$816,863	2,471	0.0%	Shares	Sole	2025-08-12
2025-03-31	$812,959	2,471	0.0%	Shares	Sole	2025-04-25
2024-12-31	$682,341	2,471	0.0%	Shares	Sole	2025-01-31
2024-09-30	$856,053	2,471	-1.5%	Shares	Sole	2024-11-06
2024-06-30	$829,069	2,508	0.0%	Shares	Sole	2024-08-13
2024-03-31	$910,880	2,508	+0.1%	Shares	Sole	2024-05-10
2023-12-31	$750,122	2,505	0.0%	Shares	Sole	2024-02-09
2023-09-30	$716,605	2,505	0.0%	Shares	Sole	2023-11-03
2023-06-30	$702,903	2,505	+0.1%	Shares	Sole	2023-07-21
2023-03-31	$639,591	2,503	0.0%	Shares	Sole	2023-05-12
2022-12-31	$829,344	2,503	0.0%	Shares	Sole	2023-02-14
2022-09-30	$694,507	2,503	0.0%	Shares	Sole	2022-11-14
2022-06-30	$659,590	2,503	0.0%	Shares	Sole	2022-08-12
2022-03-31	$599,743	2,503	0.0%	Shares	Sole	2022-05-13
2021-12-31	$574,763	2,503	0.0%	Shares	Sole	2022-02-03
2021-09-30	$501,000	2,503	0.0%	Shares	Sole	2021-11-08
2021-06-30	$593,386	2,503	0.0%	Shares	Sole	2021-08-12
2021-03-31	$605,075	2,503	0.0%	Shares	Sole	2021-05-14
2020-12-31	$521,074	2,503	0.0%	Shares	Sole	2021-02-17
2020-09-30	$424,033	2,503	0.0%	Shares	Sole	2020-11-13
2020-06-30	$469,687	2,503	0.0%	Shares	Sole	2020-08-14
2020-03-31	$443,481	2,503	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.