Perigon Wealth Management, LLC
Position in CLOV — Clover Health Investments, Corp. /De
CIK 1575239
SAN FRANCISCO, CA
Position in CLOV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$61,308
+$42,535 QoQ
Shares Held
11,700
+9.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#157
of 224 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLOV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Perigon Wealth Management, LLC holds $14,407,436 across 9 Healthcare Plans names. CLOV ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
10,008 | $4,159,625 | |
| 2 | CVS |
CVS HEALTH Corp
|
34,184 | $3,536,334 | |
| 3 | CI |
Cigna Group
|
11,641 | $3,209,190 | |
| 4 | OSCR |
Oscar Health, Inc.
|
42,945 | $1,224,791 | |
| 5 | CNC |
Centene Corp
|
14,894 | $956,045 | |
| 6 | ELV |
Elevance Health, Inc.
|
2,060 | $796,663 | |
| 7 | HUM |
Humana Inc
|
602 | $239,126 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
981 | $224,354 |
All Filings in CLOV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,308 | 11,700 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $18,773 | 10,667 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $23,723 | 10,095 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $30,890 | 10,095 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $28,165 | 10,095 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $36,241 | 10,095 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||