CI β€” THE CIGNA GROUP

Ownership history in McGlone Suttner Wealth Management, Inc.  Β·  3 quarters on record

AI Ownership Summary

McGlone Suttner Wealth Management, Inc. reported THE CIGNA GROUP (CI) in 3 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.04% in 2025 Q2. The latest visible filing shows CI at 0.03% 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.

What this CI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McGlone Suttner Wealth Management, Inc.'s position in THE CIGNA GROUP, 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
2025 Q3

CI was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q2

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 2025 Q3

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 McGlone Suttner Wealth Management, Inc. held CI β€” position size vs. price
% of Fund (quarterly)    CI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 753 -3 -0.4% 0.03% $217K 2025-10-20 $303.45
2025 Q2 ADDED 756 +705 +1382.4% 0.04% $250K 2025-07-14 $298.21
2023 Q4 INITIATED 51 β€” β€” 0.00% $15K 2024-01-18 $296.33

FAQ About McGlone Suttner Wealth Management, Inc. and CI

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

How long has McGlone Suttner Wealth Management, Inc. reported owning CI?

McGlone Suttner Wealth Management, Inc. reported CI across 3 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported CI position in McGlone Suttner Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for CI was 0.04% in 2025 Q2.

What is the latest reported CI position on this page?

The most recent filing on this page is 2025 Q3, when McGlone Suttner Wealth Management, Inc. reported 753 shares, equal to 0.03% of portfolio, with an estimated market value of $217K.

What does the chart on this CI ownership page compare?

The chart compares McGlone Suttner Wealth Management, Inc.'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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