Summit Trail Advisors’s Cigna CI Stock Holding History

Summit Trail Advisors’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 Q2	$2.58M	Buy	9,366 +734	+9%	+$207K	0.03%	436
2026 Q1	$2.3M	Buy	8,632 +825	+11%	+$228K	0.03%	436
2025 Q4	$2.15M	Buy	7,807 +1,132	+17%	+$317K	0.04%	366
2025 Q3	$1.92M	Sell	6,675 -2,087	-24%	-$618K	0.03%	468
2025 Q2	$2.9M	Buy	+8,762	New	+$2.82M	0.05%	189
2024 Q4	–	Sell	-2,034	Closed	-$705K	–	465
2024 Q3	$705K	Buy	2,034 +357	+21%	+$123K	0.02%	326
2024 Q2	$554K	Buy	1,677 +110	+7%	+$37.9K	0.01%	351
2024 Q1	$569K	Buy	1,567 +204	+15%	+$67.2K	0.02%	311
2023 Q4	$408K	Sell	1,363 -304	-18%	-$88.8K	0.01%	321
2023 Q3	$477K	Buy	1,667 +251	+18%	+$71.6K	0.02%	283
2023 Q2	$397K	Buy	1,416 +606	+75%	+$158K	0.02%	309
2023 Q1	$207K	Buy	+810	New	+$236K	0.01%	384
2018 Q1	–	Sell	-840	Closed	-$183K	–	657
2017 Q4	$183K	Buy	+840	New	+$167K	0.02%	450

Other funds holding CI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Summit Trail Advisors's CI Position: Q2 2026 in Review

Summit Trail Advisors increased its Cigna (CI) stake by 8.5% in Q2 2026, buying an estimated $207K and bringing the position to 9,366 shares worth $2.58M. The position accounts for 0.03% of the portfolio, ranked #436.

Summit Trail Advisors first reported a position in CI in Q4 2017 and has held it in 13 quarters since. The position peaked at $2.9M in Q2 2025. 1,699 funds tracked by Wall St. Rank hold CI as of Q2 2026.

Summit Trail Advisors held 9,366 shares of Cigna worth $2.58M as of Q2 2026.
Summit Trail Advisors bought 734 Cigna shares in Q2 2026, an estimated $207K.
Cigna made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #436 holding.
Summit Trail Advisors first reported a position in Cigna in Q4 2017 and has held it in 13 quarters since.
Summit Trail Advisors's Cigna position peaked at $2.9M in Q2 2025.
1,699 funds tracked by Wall St. Rank held Cigna as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.