Charter Oak Capital Management, LLC

Position in CI — Cigna Group

CIK 1810720 PORTSMOUTH, NH

Position in CI

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$251,812

-$80,665 QoQ

Shares Held

944

-21.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 46% Shared 0% None 54%

Healthcare · as of Mar 31, 2026

Charter Oak Capital Management, LLC holds $552,708 across 2 Healthcare Plans names. CI ranks #2 (45.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc	1,112	$300,896
2	CI	Cigna Group This page	944	$251,812

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$251,812	944	-21.9%	Shares	Sole	2026-04-24
2025-12-31	$332,477	1,208	-3.5%	Shares	Sole	2026-01-23
2025-09-30	$360,889	1,252	+33.8%	Shares	Sole	2025-10-30
2025-06-30	$309,422	936	-0.2%	Shares	Sole	2025-07-10
2025-03-31	$308,602	938	+0.8%	Shares	Sole	2025-04-14
2024-12-31	$257,086	931	+6.3%	Shares	Sole	2025-01-22
2024-09-30	$303,481	876	-13.3%	Shares	Sole	2024-10-30
2024-06-30	$333,875	1,010	0.0%	Shares	Sole	2024-07-24
2024-03-31	$366,821	1,010	+29.3%	Shares	Sole	2024-04-23
2023-12-31	$233,870	781	0.0%	Shares	Sole	2024-01-26
2023-09-30	$223,420	781	+1.8%	Shares	Sole	2023-10-05
2023-06-30	$215,220	767	-2.8%	Shares	Sole	2023-07-20
2023-03-31	$201,613	789	-6.6%	Shares	Defined	2023-04-19
2022-03-31	$202,470	845	0.0%	Shares	Sole	2022-05-05
2021-12-31	$194,037	845	0.0%	Shares	Sole	2022-02-09
2021-09-30	$169,135	845	0.0%	Shares	Sole	2021-11-08
2021-06-30	$200,324	845	+2.8%	Shares	Sole	2021-07-29
2021-03-31	$198,710	822	0.0%	Shares	Sole	2021-05-17
2020-12-31	$171,123	822	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.