Position in OSCR
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$479,278
+$247,432 QoQ
Shares Held
16,805
+53.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#241
of 401 holders
Holding Since
Sep 2022
8 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in OSCR Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $166,514,324 across 11 Healthcare Plans names. OSCR ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
192,112 | $79,847,510 | |
| 2 | CNC |
Centene Corp
|
373,315 | $23,963,089 | |
| 3 | CI |
Cigna Group
|
63,151 | $17,409,467 | |
| 4 | CVS |
CVS HEALTH Corp
|
151,163 | $15,637,812 | |
| 5 | MOH |
Molina Healthcare, Inc.
|
50,652 | $11,584,112 | |
| 6 | ELV |
Elevance Health, Inc.
|
29,634 | $11,460,356 | |
| 7 | HUM |
Humana Inc
|
11,764 | $4,672,896 | |
| 8 | PGNY |
Progyny, Inc.
|
26,577 | $766,214 |
All Filings in OSCR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,278 | 16,805 | Shares | Sole | 2026-08-19 | |
| 2024-09-30 | $231,846 | 10,931 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $105,014 | 11,477 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $68,733 | 12,340 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $115,822 | 14,370 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $292,462 | 44,719 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $87,851 | 35,712 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $197,025 | 39,484 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||