Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$95,867,443
+$8,705,014 QoQ
Shares Held
347,749
+6.4% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#92
of 1,682 holders
Holding Since
Dec 2020
23 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, 2026JONES FINANCIAL COMPANIES LLLP holds $709,084,664 across 11 Healthcare Plans names. CI ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
762,851 | $317,063,761 | |
| 2 | CVS |
CVS HEALTH Corp
|
1,791,866 | $185,368,537 | |
| 3 | CI |
Cigna Group
This page
|
347,749 | $95,867,443 | |
| 4 | ELV |
Elevance Health, Inc.
|
175,144 | $67,733,438 | |
| 5 | CNC |
Centene Corp
|
450,504 | $28,917,850 | |
| 6 | HUM |
Humana Inc
|
26,738 | $10,620,868 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
5,989 | $1,369,684 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
51,652 | $1,229,834 |
All Filings in CI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,867,443 | 347,749 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $87,162,429 | 326,757 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,070,404 | 58,389 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,177,803 | 52,655 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $15,621,557 | 47,255 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $13,297,193 | 40,417 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $7,700,716 | 27,887 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,833,356 | 16,838 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,633,650 | 7,967 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $989,329 | 2,724 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $394,374 | 1,317 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $336,132 | 1,175 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $345,138 | 1,230 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $322,989 | 1,264 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $401,252 | 1,211 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $333,518 | 1,202 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $322,812 | 1,225 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $326,828 | 1,364 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $279,689 | 1,218 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $253,002 | 1,264 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $267,177 | 1,127 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $358,500 | 1,483 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $116,997 | 562 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||