Global Retirement Partners, LLC
PensionPosition in CLOV — Clover Health Investments, Corp. /De
CIK 1749744
San Rafael, CA
Position in CLOV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$102,573
+$25,787 QoQ
Shares Held
19,575
-40.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#137
of 223 holders
Holding Since
Mar 2021
19 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, 2026Global Retirement Partners, LLC holds $17,579,777 across 11 Healthcare Plans names. CLOV ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
23,702 | $9,851,262 | |
| 2 | CVS |
CVS HEALTH Corp
|
27,309 | $2,825,116 | |
| 3 | ELV |
Elevance Health, Inc.
|
6,211 | $2,401,980 | |
| 4 | CI |
Cigna Group
|
4,961 | $1,367,648 | |
| 5 | CNC |
Centene Corp
|
10,755 | $690,363 | |
| 6 | HUM |
Humana Inc
|
593 | $235,551 | |
| 7 | CLOV |
Clover Health Investments, Corp. /De
This page
|
19,575 | $102,573 | |
| 8 | OSCR |
Oscar Health, Inc.
|
1,602 | $45,689 |
All Filings in CLOV
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,573 | 19,575 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $76,786 | 32,675 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,513 | 1,475 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,673 | 1,675 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $5,276 | 1,675 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,723 | 1,675 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,060 | 1,675 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,329 | 1,675 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,594 | 1,675 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,809 | 1,675 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,502 | 1,675 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,352 | 1,600 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,302 | 1,400 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,380 | 1,400 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,996 | 1,400 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,970 | 1,400 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $20,093 | 2,719 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $13,320 | 1,000 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $9,828 | 1,300 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||