Position in CI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$914,705
-$26,388 QoQ
Shares Held
3,318
-6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#791
of 1,679 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026HM PAYSON & CO holds $5,138,987 across 5 Healthcare Plans names. CI ranks #3 (17.8% of the industry book) .
All Filings in CI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $914,705 | 3,318 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $941,093 | 3,528 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $988,900 | 3,593 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,091,026 | 3,785 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,239,674 | 3,750 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $1,239,343 | 3,767 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,040,219 | 3,767 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,299,842 | 3,752 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,239,636 | 3,750 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,776,724 | 4,892 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $1,496,051 | 4,996 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,172,600 | 4,099 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,183,570 | 4,218 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,078,592 | 4,221 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,455,576 | 4,393 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,221,422 | 4,402 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,155,535 | 4,385 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,050,689 | 4,385 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,121,053 | 4,882 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $977,181 | 4,882 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $1,162,117 | 4,902 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,185,009 | 4,902 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $1,044,439 | 5,017 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $907,021 | 5,354 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $1,104,695 | 5,887 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,101,705 | 6,218 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||