Position in CI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,609,971
+$1,076,301 QoQ
Shares Held
5,840
+201.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#646
of 1,682 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Jefferies Financial Group Inc. holds $138,717,167 across 9 Healthcare Plans names. CI ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
180,619 | $69,850,785 | |
| 2 | UNH |
Unitedhealth Group Inc
|
127,745 | $53,094,654 | |
| 3 | CVS |
CVS HEALTH Corp
|
41,017 | $4,243,208 | |
| 4 | OSCR |
Oscar Health, Inc.
|
116,566 | $3,324,462 | |
| 5 | ALHC |
Alignment Healthcare, Inc.
|
117,396 | $2,795,198 | |
| 6 | PGNY |
Progyny, Inc.
|
61,015 | $1,759,062 | |
| 7 | CI |
Cigna Group
This page
|
5,840 | $1,609,971 | |
| 8 | CNC |
Centene Corp
|
20,862 | $1,339,131 |
All Filings in CI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,609,971 | 5,840 | Shares | Defined | 2026-08-17 | |
| 2025-12-31 | $533,670 | 1,939 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $277,008 | 961 | Shares | Defined | 2025-11-13 | |
| 2025-03-31 | $2,264,178 | 6,882 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $5,533,017 | 20,037 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $2,437,551 | 7,036 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,810,506 | 8,502 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $952,251 | 3,180 | Shares | Defined | 2024-05-06 | |
| 2023-09-30 | $853,346 | 2,983 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,677,426 | 5,978 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $485,507 | 1,900 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $662,680 | 2,000 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||