Position in CI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$28,548,867
+$1,548,167 QoQ
Shares Held
103,558
+2.3% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#181
of 1,679 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 1%
None 5%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $432,988,841 across 10 Healthcare Plans names. CI ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
655,219 | $272,328,670 | |
| 2 | CVS |
CVS HEALTH Corp
|
710,358 | $73,486,532 | |
| 3 | CI |
Cigna Group
This page
|
103,558 | $28,548,867 | |
| 4 | ELV |
Elevance Health, Inc.
|
67,077 | $25,940,686 | |
| 5 | HUM |
Humana Inc
|
33,176 | $13,178,168 | |
| 6 | OSCR |
Oscar Health, Inc.
|
196,226 | $5,596,365 | |
| 7 | CNC |
Centene Corp
|
77,143 | $4,951,807 | |
| 8 | PGNY |
Progyny, Inc.
|
131,210 | $3,782,783 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,548,867 | 103,558 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $27,000,700 | 101,221 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $23,733,630 | 86,232 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $23,280,798 | 80,766 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $25,066,556 | 75,826 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $25,773,531 | 78,339 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $22,751,723 | 82,392 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $29,950,082 | 86,451 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $28,912,641 | 87,463 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $31,861,567 | 87,727 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $26,000,343 | 86,827 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $23,410,536 | 81,835 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $23,036,979 | 82,099 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $23,355,184 | 91,399 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $31,675,438 | 95,598 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $27,566,920 | 99,351 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $22,125,664 | 83,962 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $18,550,843 | 77,421 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $17,477,827 | 76,113 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,103,471 | 70,461 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $13,739,627 | 57,956 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $14,138,404 | 58,486 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $10,838,264 | 52,062 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $8,557,404 | 50,513 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $6,780,918 | 36,136 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,591,802 | 37,204 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||