BANK OF MONTREAL /CAN/

Bank

Position in CI — Cigna Group

CIK 927971 TORONTO, A6

Back to CI Full portfolio

Position in CI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$266,357

-$185,128,357 QoQ

Shares Held

19,012

-97.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,230

of 1,684 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in CI Over Time

Shares Held

Position Value (USD)

Derivatives in CI

reported options exposure · as of Dec 31, 2024

CallValue

CallShares

PutValue

$1,187,402

PutShares

4,300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $1,225,128,822 across 10 Healthcare Plans names. CI ranks #10 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,773,763	$737,229,112
2	CVS	CVS HEALTH Corp	1,980,182	$204,849,822
3	CNC	Centene Corp	1,686,373	$108,248,278
4	ELV	Elevance Health, Inc.	252,092	$97,491,535
5	HUM	Humana Inc	158,143	$62,817,560
6	OSCR	Oscar Health, Inc.	261,650	$7,462,258
7	MOH	Molina Healthcare, Inc.	25,371	$5,802,344
8	ALHC	Alignment Healthcare, Inc.	25,087	$597,320

All Filings in CI

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37 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$266,357	19,012	-97.3%	Shares	Defined	2026-08-12
2026-03-31	$185,394,714	695,013	+16.3%	Shares	Defined	2026-05-13
2025-12-31	$164,436,709	597,452	+12.0%	Shares	Defined	2026-02-12
2025-09-30	$153,799,820	533,564	+35.1%	Shares	Defined	2025-11-13
2025-06-30	$130,521,245	394,825	-13.0%	Shares	Defined	2025-08-05
2025-03-31	$149,356,130	453,970	-11.6%	Shares	Defined	2025-05-13
2024-12-31	$141,759,777	513,362	-17.0%	Shares	Defined	2025-02-13
2024-12-31	$1,187,402	4,300	0.0%	Put	Defined	2025-02-13
2024-09-30	$1,489,692	4,300	0.0%	Put	Defined	2024-11-13
2024-09-30	$214,244,036	618,416	+25.0%	Shares	Defined	2024-11-13
2024-06-30	$1,421,451	4,300	0.0%	Put	Defined	2024-08-14
2024-06-30	$163,550,826	494,754	+0.3%	Shares	Defined	2024-08-14
2024-03-31	$179,099,881	493,130	-32.9%	Shares	Defined	2024-05-13
2024-03-31	$1,561,717	4,300	0.0%	Put	Defined	2024-05-13
2023-12-31	$1,287,635	4,300	0.0%	Put	Defined	2024-02-08
2023-12-31	$220,209,837	735,381	+56.0%	Shares	Defined	2024-02-08
2023-09-30	$134,875,423	471,477	-13.1%	Shares	Defined	2023-11-01
2023-09-30	$1,230,101	4,300	0.0%	Put	Defined	2023-11-01
2023-06-30	$152,253,838	542,601	+11.7%	Shares	Defined	2023-08-02
2023-06-30	$1,206,580	4,300	0.0%	Put	Defined	2023-08-02
2023-03-31	$124,141,071	485,818	+14.5%	Shares	Defined	2024-06-13
2023-03-31	$1,098,779	4,300	-57.0%	Put	Defined	2024-06-13
2022-12-31	$140,564,365	424,230	+22.2%	Shares	Defined	2023-02-01
2022-12-31	$3,313,400	10,000	-96.7%	Put	Defined	2023-02-01
2022-12-31	$4,936,966	14,900	—	Call	Defined	2023-02-01
2022-09-30	$96,341,742	347,215	+7.9%	Shares	Defined	2022-11-10
2022-06-30	$84,769,109	321,680	-15.6%	Shares	Defined	2022-08-11
2022-03-31	$91,294,521	381,013	+16.4%	Shares	Defined	2022-05-12
2021-12-31	$75,175,807	327,378	-29.4%	Shares	Defined	2022-02-11
2021-09-30	$92,841,409	463,836	-40.5%	Shares	Defined	2021-11-12
2021-06-30	$184,704,789	779,115	+35.2%	Shares	Defined	2021-08-12
2021-03-31	$139,355,612	576,469	-14.4%	Shares	Defined	2021-05-13
2020-12-31	$140,225,255	673,577	+33.2%	Shares	Defined	2021-02-12
2020-09-30	$85,672,157	505,709	-1.5%	Shares	Defined	2020-11-12
2020-06-30	$96,317,550	513,283	-20.0%	Shares	Defined	2020-08-12
2020-03-31	$113,639,527	641,379	—	Shares	Defined	2020-05-13
2020-03-31	$53,154,000	300,000	—	Put	Defined	2020-05-13
No filing history on record for this holder in this stock.