Summit Financial, LLC

Position in CI — Cigna Group

CIK 1765536 PARSIPPANY, NJ

Position in CI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,759,832

+$73,660 QoQ

Shares Held

10,011

-0.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#522

of 1,679 holders

Holding Since

Jun 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Summit Financial, LLC holds $20,306,549 across 5 Healthcare Plans names. CI ranks #3 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	27,417	$11,395,327
2	CVS	CVS HEALTH Corp	32,608	$3,373,297
3	CI	Cigna Group This page	10,011	$2,759,832
4	ELV	Elevance Health, Inc.	5,096	$1,970,776
5	CNC	Centene Corp	12,577	$807,317

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,759,832	10,011	-0.6%	Shares	Sole	2026-08-12
2026-03-31	$2,686,172	10,070	+255.3%	Shares	Sole	2026-05-15
2025-12-31	$780,001	2,834	-0.6%	Shares	Sole	2026-02-13
2025-09-30	$822,089	2,852	-0.1%	Shares	Sole	2025-11-14
2025-06-30	$944,136	2,856	+2.8%	Shares	Sole	2025-08-13
2025-03-31	$913,962	2,778	+32.0%	Shares	Sole	2025-05-14
2024-12-31	$580,998	2,104	+36.9%	Shares	Sole	2025-02-12
2024-09-30	$532,478	1,537	+11.5%	Shares	Sole	2024-11-12
2024-06-30	$455,525	1,378	+57.1%	Shares	Sole	2024-07-31
2023-12-31	$262,617	877	+23.3%	Shares	Sole	2024-02-06
2022-12-31	$235,582	711	-7.4%	Shares	Sole	2023-02-07
2022-09-30	$213,096	768	-74.7%	Shares	Sole	2022-11-15
2022-06-30	$800,310	3,037	-2.7%	Shares	Sole	2022-08-12
2022-03-31	$747,583	3,120	+1.2%	Shares	Sole	2022-05-10
2021-12-31	$707,949	3,083	-0.5%	Shares	Sole	2022-02-07
2021-09-30	$619,895	3,097	+3.2%	Shares	Sole	2021-11-08
2021-06-30	$711,210	3,000	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.