Caldwell Trust Co

Bank

Position in CI — Cigna Group

CIK 2080218 Venice, FL

Position in CI

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$470,861

+$15,252 QoQ

Shares Held

1,708

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,009

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

Caldwell Trust Co holds $2,460,357 across 5 Healthcare Plans names. CI ranks #2 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	3,804	$1,581,056
2	CI	Cigna Group This page	1,708	$470,861
3	HUM	Humana Inc	621	$246,673
4	ELV	Elevance Health, Inc.	280	$108,284
5	CVS	CVS HEALTH Corp	517	$53,483

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$470,861	1,708	0.0%	Shares	Sole	2026-08-03
2026-03-31	$455,609	1,708	0.0%	Shares	Sole	2026-04-22
2025-12-31	$470,092	1,708	0.0%	Shares	Sole	2026-01-30
2025-09-30	$492,331	1,708	0.0%	Shares	Sole	2025-10-23
2025-06-30	$564,630	1,708	-8.5%	Shares	Sole	2025-09-22
2025-03-31	$613,914	1,866	+2.2%	Shares	Sole	2025-09-23
2024-12-31	$504,231	1,826	0.0%	Shares	Sole	2025-09-24
2024-09-30	$632,599	1,826	0.0%	Shares	Sole	2025-09-24
2024-06-30	$603,620	1,826	-0.5%	Shares	Sole	2025-09-24
2024-03-31	$666,816	1,836	+6.9%	Shares	Sole	2025-09-24
2023-12-31	$514,455	1,718	0.0%	Shares	Sole	2025-10-01
2023-09-30	$491,468	1,718	-5.5%	Shares	Sole	2025-10-01
2023-06-30	$510,130	1,818	0.0%	Shares	Sole	2025-10-01
2023-03-31	$464,553	1,818	0.0%	Shares	Sole	2025-10-01
2022-12-31	$602,376	1,818	0.0%	Shares	Sole	2025-10-01
2022-09-30	$504,440	1,818	0.0%	Shares	Sole	2025-10-01
2022-06-30	$479,079	1,818	-1.8%	Shares	Sole	2025-10-02
2022-03-31	$443,757	1,852	0.0%	Shares	Sole	2025-10-02
2021-12-31	$425,274	1,852	-4.9%	Shares	Sole	2025-10-02
2021-09-30	$389,711	1,947	+10.9%	Shares	Sole	2025-10-02
2021-06-30	$416,057	1,755	+0.2%	Shares	Sole	2025-10-02
2021-03-31	$423,528	1,752	-1.4%	Shares	Sole	2025-10-02
2020-12-31	$369,727	1,776	0.0%	Shares	Sole	2025-10-02
2020-09-30	$300,872	1,776	-13.2%	Shares	Sole	2025-10-02
2020-06-30	$383,931	2,046	0.0%	Shares	Sole	2025-10-02
2020-03-31	$362,510	2,046	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.