MONTAG A & ASSOCIATES INC

Position in CI — Cigna Group

CIK 829407 ATLANTA, GA

Position in CI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$178,916

+$4,462 QoQ

Shares Held

649

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,358

of 1,679 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $5,078,169 across 5 Healthcare Plans names. CI ranks #3 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	8,784	$3,650,893
2	CVS	CVS HEALTH Corp	11,418	$1,181,192
3	CI	Cigna Group This page	649	$178,916
4	HUM	Humana Inc	99	$39,324
5	ELV	Elevance Health, Inc.	72	$27,844

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$178,916	649	-0.8%	Shares	Sole	2026-08-05
2026-03-31	$174,454	654	-5.2%	Shares	Sole	2026-04-29
2025-12-31	$189,908	690	+5.0%	Shares	Sole	2026-02-02
2025-09-30	$189,380	657	+4.5%	Shares	Sole	2025-11-12
2025-06-30	$207,934	629	-12.0%	Shares	Sole	2025-08-07
2025-03-31	$235,235	715	-4.9%	Shares	Sole	2025-05-05
2024-12-31	$207,657	752	0.0%	Shares	Sole	2025-01-30
2024-09-30	$260,522	752	0.0%	Shares	Sole	2024-11-05
2024-06-30	$248,588	752	0.0%	Shares	Sole	2024-07-31
2024-03-31	$273,118	752	0.0%	Shares	Sole	2024-05-07
2023-12-31	$225,186	752	0.0%	Shares	Sole	2024-02-07
2023-09-30	$215,124	752	0.0%	Shares	Sole	2023-11-09
2023-06-30	$211,011	752	0.0%	Shares	Sole	2023-08-09
2023-03-31	$192,158	752	-0.1%	Shares	Sole	2023-05-11
2022-12-31	$249,499	753	+0.1%	Shares	Sole	2023-02-02
2022-09-30	$208,657	752	0.0%	Shares	Sole	2022-11-09
2022-06-30	$198,167	752	0.0%	Shares	Sole	2022-08-10
2022-03-31	$180,186	752	0.0%	Shares	Sole	2022-05-02
2021-12-31	$172,681	752	0.0%	Shares	Sole	2022-02-09
2021-09-30	$150,520	752	-19.5%	Shares	Sole	2021-11-08
2021-06-30	$221,423	934	0.0%	Shares	Sole	2021-08-03
2021-03-31	$225,785	934	0.0%	Shares	Sole	2021-05-14
2020-12-31	$194,440	934	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.