Essex Financial Services’s Cigna CI Stock Holding History

Essex Financial Services’s Portfolio CI Stock Details CI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.61M	Buy	9,775 +183	+2%	+$50.6K	0.15%	145
2025 Q4	$2.64M	Sell	9,592 -176	-2%	-$49.3K	0.15%	138
2025 Q3	$2.82M	Buy	9,768 +386	+4%	+$114K	0.17%	129
2025 Q2	$3.1M	Buy	9,382 +98	+1%	+$31.6K	0.2%	109
2025 Q1	$3.05M	Buy	9,284 +186	+2%	+$56K	0.22%	103
2024 Q4	$2.51M	Sell	9,098 -214	-2%	-$68.2K	0.18%	119
2024 Q3	$2.96M	Sell	9,312 -1,486	-14%	-$512K	0.21%	97
2024 Q2	$3.62M	Buy	10,798 +1,382	+15%	+$477K	0.27%	81
2024 Q1	$3.42M	Sell	9,416 -291	-3%	-$95.8K	0.32%	69
2023 Q4	$2.91M	Buy	9,707 +50	+0.5%	+$14.6K	0.3%	75
2023 Q3	$2.76M	Sell	9,657 -80	-0.8%	-$22.8K	0.32%	72
2023 Q2	$2.73M	Sell	9,737 -204	-2%	-$53.1K	0.31%	69
2023 Q1	$2.54M	Buy	9,941 +482	+5%	+$140K	0.27%	89
2022 Q4	$3.13M	Buy	9,459 +539	+6%	+$171K	0.33%	74
2022 Q3	$2.48M	Buy	8,920 +490	+6%	+$138K	0.3%	81
2022 Q2	$2.22M	Sell	8,430 -17	-0.2%	-$4.38K	0.25%	96
2022 Q1	$2.02M	Buy	8,447 +87	+1%	+$20.4K	0.19%	114
2021 Q4	$1.92M	Sell	8,360 -409	-5%	-$86.9K	0.19%	113
2021 Q3	$1.75M	Buy	8,769 +365	+4%	+$79.4K	0.2%	120
2021 Q2	$2.03M	Hold	8,404	–	–	0.29%	80
2021 Q1	$2.03M	Buy	8,404 +2,951	+54%	+$658K	0.36%	70
2020 Q4	$1.14M	Buy	5,453 +21	+0.4%	+$4.12K	0.22%	108
2020 Q3	$920K	Buy	5,432 +1,356	+33%	+$239K	0.23%	102
2020 Q2	$765K	Sell	4,076 -1,366	-25%	-$259K	0.24%	103
2020 Q1	$964K	Sell	5,442 -344	-6%	-$66.7K	0.34%	77
2019 Q4	$1.18M	Buy	5,786 +1,109	+24%	+$203K	0.33%	75
2019 Q3	$710K	Sell	4,677 -91	-2%	-$14.8K	0.23%	103
2019 Q2	$751K	Sell	4,768 -938	-16%	-$147K	0.22%	98
2019 Q1	$918K	Sell	5,706 -665	-10%	-$121K	0.28%	82
2018 Q4	$1.21M	Buy	6,371 +824	+15%	+$172K	0.37%	70
2018 Q3	$1.16M	Hold	5,547	–	–	0.25%	90
2018 Q2	$943K	Sell	5,547 -76	-1%	-$13.2K	0.23%	97
2018 Q1	$943K	Sell	5,623 -264	-4%	-$51.3K	0.18%	118
2017 Q4	$1.2M	Sell	5,887 -425	-7%	-$84.6K	0.28%	82
2017 Q3	$1.18M	Sell	6,312 -965	-13%	-$172K	0.29%	78
2017 Q2	$1.22M	Sell	7,277 -855	-11%	-$137K	0.26%	102
2017 Q1	$1.19M	Sell	8,132 -805	-9%	-$119K	0.27%	91
2016 Q4	$1.19M	Hold	8,937	–	–	0.26%	96
2016 Q3	$1.17M	Sell	8,937 -985	-10%	-$129K	0.28%	94
2016 Q2	$1.27M	Hold	9,922	–	–	0.31%	86
2016 Q1	$1.36M	Buy	9,922 +1,185	+14%	+$163K	0.34%	78
2015 Q4	$1.28M	Buy	8,737 +405	+5%	+$55.7K	0.31%	82
2015 Q3	$1.13M	Buy	8,332 +65	+0.8%	+$9.44K	0.29%	86
2015 Q2	$1.34M	Sell	8,267 -298	-3%	-$41.2K	0.34%	75
2015 Q1	$1.11M	Sell	8,565 -2,256	-21%	-$262K	0.29%	92
2014 Q4	$1.11M	Buy	10,821 +5,424	+101%	+$535K	0.29%	90
2014 Q3	$489K	Buy	5,397 +141	+3%	+$13.2K	0.15%	162
2014 Q2	$483K	Hold	5,256	–	–	0.14%	167
2014 Q1	$440K	Hold	5,256	–	–	0.14%	166
2013 Q4	$460K	Sell	5,256 -1,100	-17%	-$90K	0.16%	140
2013 Q3	$488	Buy	6,356 +200	+3%	+$15.6K	0.15%	134
2013 Q2	$446K	Buy	+6,156	New	+$415K	0.16%	140

Other funds holding CI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Essex Financial Services's CI Position: Q1 2026 in Review

Essex Financial Services increased its Cigna (CI) stake by 1.9% in Q1 2026, buying an estimated $50.6K and bringing the position to 9,775 shares worth $2.61M. The position accounts for 0.15% of the portfolio, ranked #145.

Essex Financial Services first reported a position in CI in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.62M in Q2 2024. 1,655 funds tracked by Wall St. Rank hold CI as of Q1 2026.

Essex Financial Services held 9,775 shares of Cigna worth $2.61M as of Q1 2026.
Essex Financial Services bought 183 Cigna shares in Q1 2026, an estimated $50.6K.
Cigna made up 0.15% of Essex Financial Services's portfolio in Q1 2026, its #145 holding.
Essex Financial Services first reported a position in Cigna in Q2 2013 and has held it in 52 quarters since.
Essex Financial Services's Cigna position peaked at $3.62M in Q2 2024.
1,655 funds tracked by Wall St. Rank held Cigna as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.