信諾集團
MX ˙ BMV ˙ US1255231003
SecurityMX:CI / The Cigna Group
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership321 shares
Latest Disclosed Value $ 85,627
Heritage Wealth Advisors reports 68.31% decrease in ownership of CI / The Cigna Group

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 321 shares of The Cigna Group (MX:CI) valued at $85,627 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,013 shares of The Cigna Group. This represents a change in shares of -68.31% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F Cigna COM 125523100 321 -692 -68.31 86 -69.42 0.0033
2026-02-13 2025-12-31 13F Cigna COM 125523100 1,013 0 0.00 279 -4.47 0.0106
2025-11-13 2025-09-30 13F Cigna COM 125523100 1,013 0 0.00 292 -12.87 0.0128
2025-08-11 2025-06-30 13F Cigna COM 125523100 1,013 0 0.00 335 0.30 0.0159
2025-05-08 2025-03-31 13F Cigna COM 125523100 1,013 -100 -8.98 333 8.47 0.0169
2025-02-12 2024-12-31 13F Cigna COM 125523100 1,113 -150 -11.88 307 -29.75 0.0152
2024-11-12 2024-09-30 13F Cigna COM 125523100 1,263 0 0.00 438 4.80 0.0205
2024-12-12 2024-06-30 13F/A-1 Cigna COM 125523100 1,263 0 0.00 418 -8.95 0.0188
2024-08-06 2024-06-30 13F Cigna COM 125523100 1,263 0 418 0.0188
2024-12-12 2024-03-31 13F/A-1 Cigna COM 125523100 1,263 -51 -3.88 459 16.54 0.0209
2024-05-08 2024-03-31 13F Cigna COM 125523100 1,263 -51 459 0.0210
2024-12-12 2023-12-31 13F/A-1 Cigna COM 125523100 1,314 50 3.96 393 8.86 0.0196
2024-02-12 2023-12-31 13F Cigna COM 125523100 1,333 69 399 0.0199
2024-12-12 2023-09-30 13F/A-1 Cigna COM 125523100 1,264 -48 -3.66 362 -1.90 0.0197
2023-11-09 2023-09-30 13F Cigna COM 125523100 1,264 -48 362 0.0197
2024-12-12 2023-06-30 13F/A-1 Cigna COM 125523100 1,312 0 0.00 368 9.85 0.0195
2023-08-09 2023-06-30 13F Cigna COM 125523100 1,312 0 368 0.0195
2023-05-04 2023-03-31 13F Cigna COM 125523100 1,312 -100 -7.08 335 -28.27 0.0187
2024-12-12 2022-12-31 13F/A-1 Cigna COM 125523100 1,412 -5 -0.35 468 18.83 0.0271
2023-02-07 2022-12-31 13F Cigna COM 125523100 1,412 -5 468 0.0271
2024-12-12 2022-09-30 13F/A-1 Cigna COM 125523100 1,417 0 0.00 393 0.0285
2022-11-10 2022-09-30 13F Cigna COM 125523100 1,417 0 0 0.0285
2022-08-04 2022-06-30 13F Cigna COM 125523100 1,417 300 26.86 0 0.0259
2022-05-11 2022-03-31 13F Cigna COM 125523100 1,117 -286 -20.38 0 0.0148
2022-03-28 2021-12-31 13F/A-1 Cigna COM 125523100 1,403 -5 -0.36 0 -100.00 0.0177
2022-02-02 2021-12-31 13F Cigna COM 125523100 1,403 -5 322 0.0177
2021-11-02 2021-09-30 13F Cigna COM 125523100 1,408 0 0.00 282 -15.62 0.0173
2021-08-09 2021-06-30 13F/A-1 Cigna COM 125523100 1,408 40 2.92 334 0.91 0.0206
2021-07-27 2021-06-30 13F Cigna COM 125523100 1,398 30 291 0.0182
2021-04-27 2021-03-31 13F Cigna COM 125523100 1,368 -30 -2.15 331 13.40 0.0199
2021-02-01 2020-12-31 13F Cigna COM 125523100 1,398 366 35.47 291 67.24 0.0182
2020-11-03 2020-09-30 13F Cigna COM 125523100 1,032 0 0.00 175 -9.84 0.0226
2020-07-17 2020-06-30 13F/A-1 Cigna COM 125523100 1,032 0 0.00 194 6.04 0.0271
2020-07-17 2020-06-30 13F Cigna COM 125523100 4,980 3,948 193 27,008.3054
2020-05-05 2020-03-31 13F Cigna COM 125523100 1,032 59 6.06 183 -8.08 0.0328
2020-02-04 2019-12-31 13F Cigna COM 125523100 973 26 2.75 199 38.46 0.0263
2019-10-30 2019-09-30 13F Cigna COM 125523100 947 560 144.70 143 138.33 0.0211
2019-08-05 2019-06-30 13F Cigna COM 125523100 387 47 13.82 61 11.11 0.0093
2019-05-06 2019-03-31 13F Cigna COM 125523100 340 0 0.00 55 -15.62 0.0090
2019-01-26 2018-12-31 13F Cigna COM 125523100 340 340 64 0.0125
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.