Position in CI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,130,839
-$167,700 QoQ
Shares Held
4,102
-15.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#729
of 1,682 holders
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026JAMES INVESTMENT RESEARCH, INC. holds $2,571,021 across 2 Healthcare Plans names. CI ranks #2 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
3,724 | $1,440,182 | |
| 2 | CI |
Cigna Group
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|
4,102 | $1,130,839 |
All Filings in CI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,130,839 | 4,102 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,298,539 | 4,868 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,640,370 | 5,960 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,395,069 | 8,309 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,935,550 | 8,880 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,975,316 | 6,004 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,690,529 | 6,122 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,104,102 | 8,960 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,069,011 | 9,284 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,225,490 | 8,881 | Shares | Sole | 2024-05-01 | |
| 2023-03-31 | $75,636 | 296 | Shares | Other | 2023-04-26 | |
| 2022-12-31 | $144,132 | 435 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $91,565 | 330 | Shares | Other | 2022-10-31 | |
| 2022-06-30 | $68,251 | 259 | Shares | Other | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||