Essex Financial Services, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1315785 ESSEX, CT

Position in UNH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,313,817

+$1,245,698 QoQ

Shares Held

7,973

+4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,159

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Essex Financial Services, Inc. holds $10,564,672 across 7 Healthcare Plans names. UNH ranks #1 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	7,973	$3,313,817
2	CI	Cigna Group	9,288	$2,560,515
3	CVS	CVS HEALTH Corp	23,774	$2,459,420
4	ELV	Elevance Health, Inc.	3,228	$1,248,364
5	CNC	Centene Corp	7,617	$488,935
6	HUM	Humana Inc	713	$283,217
7	MOH	Molina Healthcare, Inc.	920	$210,404

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,313,817	7,973	+4.3%	Shares	Defined	2026-08-10
2026-03-31	$2,068,119	7,643	-5.9%	Shares	Defined	2026-04-24
2025-12-31	$2,679,832	8,118	-6.9%	Shares	Defined	2026-02-10
2025-09-30	$3,012,051	8,723	-8.3%	Shares	Defined	2025-11-07
2025-06-30	$2,968,394	9,515	-18.8%	Shares	Defined	2025-07-16
2025-03-31	$6,140,968	11,725	-6.7%	Shares	Defined	2025-04-25
2024-12-31	$6,355,625	12,564	-5.0%	Shares	Defined	2025-01-29
2024-09-30	$7,728,884	13,219	-4.2%	Shares	Defined	2024-10-24
2024-06-30	$7,029,825	13,804	+23.9%	Shares	Defined	2024-08-09
2024-03-31	$5,513,431	11,145	-4.2%	Shares	Sole	2024-04-24
2023-12-31	$6,124,425	11,633	-3.3%	Shares	Sole	2024-02-06
2023-09-30	$6,064,397	12,028	-1.0%	Shares	Sole	2023-11-15
2023-06-30	$5,839,776	12,150	-16.1%	Shares	Sole	2023-08-09
2023-03-31	$6,841,212	14,476	-9.4%	Shares	Sole	2023-05-11
2022-12-31	$8,468,565	15,973	-8.4%	Shares	Sole	2023-02-10
2022-09-30	$8,803,352	17,431	+5.2%	Shares	Sole	2022-11-07
2022-06-30	$8,509,821	16,568	-1.0%	Shares	Sole	2022-08-01
2022-03-31	$8,534,347	16,735	-5.2%	Shares	Sole	2022-04-21
2021-12-31	$8,861,264	17,647	+33.0%	Shares	Sole	2022-02-11
2021-09-30	$5,183,166	13,265	+35.5%	Shares	Sole	2021-11-10
2021-06-30	$3,919,506	9,788	0.0%	Shares	Sole	2021-07-30
2021-03-31	$3,641,821	9,788	-8.4%	Shares	Sole	2021-05-11
2020-12-31	$3,747,366	10,686	+5.6%	Shares	Sole	2021-02-05
2020-09-30	$3,156,047	10,123	+3.0%	Shares	Sole	2020-11-10
2020-06-30	$2,898,768	9,828	-3.8%	Shares	Sole	2020-08-06
2020-03-31	$2,548,414	10,219	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.