CI CIGNA CORP

Ownership history in LYNCH & ASSOCIATES/IN  ·  11 quarters on record

AI Ownership Summary

LYNCH & ASSOCIATES/IN reported CIGNA CORP (CI) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.33% in 2024 Q3. The latest visible filing shows CI at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LYNCH & ASSOCIATES/IN's position in CIGNA CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CI was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LYNCH & ASSOCIATES/IN held CI — position size vs. price
% of Fund (quarterly)    CI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 3,651 +610 +20.1% 0.18% $974K 2026-04-08 $277.56
2025 Q4 REDUCED 3,041 -784 -20.5% 0.16% $837K 2026-01-07 $277.59
2025 Q3 REDUCED 3,825 -548 -12.5% 0.21% $1.1M 2025-10-07 $303.75
2025 Q2 REDUCED 4,373 -2 -0.0% 0.29% $1.4M 2025-07-15 $297.60
2025 Q1 ADDED 4,375 +30 +0.7% 0.31% $1.4M 2025-04-17 $323.29
2024 Q4 REDUCED 4,345 -159 -3.5% 0.26% $1.2M 2025-01-10 $271.87
2024 Q3 ADDED 4,504 +154 +3.5% 0.33% $1.6M 2024-10-15 $338.52
2024 Q2 ADDED 4,350 +585 +15.5% 0.32% $1.4M 2024-08-06 $318.32
2024 Q1 ADDED 3,765 +412 +12.3% 0.32% $1.4M 2024-04-09 $344.16
2023 Q4 ADDED 3,353 +1,263 +60.4% 0.24% $1.0M 2024-01-08 $300.69
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LYNCH & ASSOCIATES/IN and CI

These are the practical questions this page is built to answer before you even open the full history table.

How long has LYNCH & ASSOCIATES/IN reported owning CI?

LYNCH & ASSOCIATES/IN reported CI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CI position in LYNCH & ASSOCIATES/IN's portfolio?

The largest reported portfolio weight for CI was 0.33% in 2024 Q3.

What is the latest reported CI position on this page?

The most recent filing on this page is 2026 Q1, when LYNCH & ASSOCIATES/IN reported 3,651 shares, equal to 0.18% of portfolio, with an estimated market value of $974K.

What does the chart on this CI ownership page compare?

The chart compares LYNCH & ASSOCIATES/IN's quarterly CI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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