Position in CI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,066,330
+$48,679 QoQ
Shares Held
3,868
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#747
of 1,682 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Allegheny Financial Group holds $2,041,397 across 2 Healthcare Plans names. CI ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
3,868 | $1,066,330 | |
| 2 | UNH |
Unitedhealth Group Inc
|
2,346 | $975,067 |
All Filings in CI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,066,330 | 3,868 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,017,651 | 3,815 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,045,323 | 3,798 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,102,844 | 3,826 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,264,799 | 3,826 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,241,646 | 3,774 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,042,152 | 3,774 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,300,189 | 3,753 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,237,323 | 3,743 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,301,309 | 3,583 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,150,486 | 3,842 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||