CARRET ASSET MANAGEMENT, LLC

Position in CI — Cigna Group

CIK 791490 NEW YORK, NY

Position in CI

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$229,365

+$6,096 QoQ

Shares Held

832

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,291

of 1,684 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

CARRET ASSET MANAGEMENT, LLC holds $4,797,891 across 3 Healthcare Plans names. CI ranks #3 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	6,370	$2,647,563
2	CVS	CVS HEALTH Corp	18,569	$1,920,963
3	CI	Cigna Group This page	832	$229,365

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,365	832	-0.6%	Shares	Sole	2026-08-04
2026-03-31	$223,269	837	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$230,917	839	0.0%	Shares	Sole	2026-02-17
2025-09-30	$241,841	839	-0.5%	Shares	Sole	2025-11-13
2025-06-30	$278,678	843	-1.7%	Shares	Sole	2025-08-04
2025-03-31	$282,282	858	0.0%	Shares	Sole	2025-04-22
2024-12-31	$236,928	858	-0.3%	Shares	Sole	2025-02-10
2024-09-30	$298,284	861	+0.1%	Shares	Sole	2024-10-24
2024-06-30	$284,290	860	-0.6%	Shares	Sole	2024-08-01
2024-03-31	$314,159	865	-21.6%	Shares	Sole	2024-04-19
2023-12-31	$330,592	1,104	0.0%	Shares	Sole	2024-02-02
2023-09-30	$315,821	1,104	0.0%	Shares	Sole	2023-10-12
2023-06-30	$309,782	1,104	0.0%	Shares	Sole	2023-07-25
2023-03-31	$282,105	1,104	0.0%	Shares	Sole	2023-05-11
2022-12-31	$365,799	1,104	-1.6%	Shares	Sole	2023-01-10
2022-09-30	$311,321	1,122	0.0%	Shares	Sole	2022-11-14
2022-06-30	$295,669	1,122	0.0%	Shares	Sole	2022-08-04
2022-03-31	$268,842	1,122	0.0%	Shares	Sole	2022-04-13
2021-12-31	$257,644	1,122	+19.5%	Shares	Sole	2022-01-10
2021-06-30	$222,608	939	+5.4%	Shares	Sole	2021-07-14
2021-03-31	$215,390	891	—	Shares	Sole	2021-07-14
No filing history on record for this holder in this stock.