TB
Tweedy Browne disclosed new in CIGNA CORP.
Tweedy Browne filed a 13F change in CIGNA CORP. (125523100) on 2026-05-06, covering period end 2026-03-31.
Action
New
Capital
$1,433,781 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
97 changes from Tweedy Browne, filed 2026-05-06 for period end 2026-03-31.
$1.3B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
N20944109 CNH INDUSTRIAL NV | Increased | $35.6M | $221.7M | 2.83% |
462222100 IONIS PHARMACEUTICALS INC. | Reduced | -$24.1M | $170.9M | 1.92% |
G50871105 JAZZ PHARMACEUTICALS PLC | New | $11.4M | $11.4M | 0.90% |
949746101 WELLS FARGO & CO | Reduced | -$11.1M | $41.1M | 0.88% |
52800109 AUTOLIV INC. | Reduced | -$7.3M | $40.3M | 0.58% |
31428X106 FEDEX CORP. | Reduced | -$6.2M | $26.4M | 0.49% |
904708104 UNIFIRST CORP | Increased | $5.9M | $25.6M | 0.47% |
02079K305 ALPHABET INC-CL A | Reduced | -$5.4M | $57.0M | 0.43% |
84670108 BERKSHIRE HATHAWAY INC | Reduced | -$5.3M | $103.4M | 0.42% |
29415F104 ENVISTA HOLDINGS CORP | Increased | $5.1M | $36.5M | 0.41% |
25816109 AMERICAN EXPRESS CO | Reduced | -$4.8M | $19.1M | 0.38% |
478160104 JOHNSON & JOHNSON | Increased | $4.8M | $53.7M | 0.38% |
60505104 BANK OF AMERICA CORP COM | Reduced | -$2.8M | $17.8M | 0.22% |
861896108 STONEX GROUP, INC. | Increased | $2.2M | $4.4M | 0.17% |
84670702 BERKSHIRE HATHAWAY INC DEL CL B | Reduced | -$2.1M | $46.7M | 0.17% |
04956D107 ATMUS FILTRATION TECHNOLOGIES | Sold out | -$2.1M | $0 | 0.17% |
37045V100 GENERAL MOTORS | Sold out | -$2.1M | $0 | 0.17% |
89832Q109 TRUIST FINANCIAL CORP | Reduced | -$2.0M | $25.6M | 0.16% |
48268K101 KT CORP - ADR | Increased | $1.9M | $3.6M | 0.15% |
64058100 BANK OF NEW YORK MELLON CORP | Reduced | -$1.9M | $12.9M | 0.15% |
F92124100 TOTALENERGIES SE ADR | Increased | $1.9M | $10.7M | 0.15% |
Y2990R101 HAFNIA LTD | Increased | $1.8M | $2.9M | 0.14% |
25243Q205 DIAGEO P L C - ADR | Reduced | -$1.8M | $9.4M | 0.14% |
G65431127 NOBLE CORP PLC | Increased | $1.7M | $2.7M | 0.13% |
G89479102 TORM PLC-A | Increased | $1.6M | $2.6M | 0.13% |
20825C104 CONOCOPHILLIPS | Increased | $1.6M | $4.1M | 0.13% |
191241108 COCA COLA FEMSA | Increased | $1.5M | $114.1M | 0.12% |
293792107 ENTERPRISE PRODUCTS PARTNERS | Reduced | -$1.5M | $2.0M | 0.12% |
67077M108 NUTRIEN LTD | Increased | $1.5M | $2.6M | 0.12% |
125523100 CIGNA CORP. | New | $1.4M | $1.4M | 0.11% |
43436104 ASBURY AUTO GROUP | New | $1.4M | $1.4M | 0.11% |
925283103 VERSANT MEDIA GROUP INC | New | $1.4M | $1.4M | 0.11% |
88642R109 TIDEWATER INC | Increased | $1.3M | $2.2M | 0.11% |
02005N100 ALLY FINANCIAL | New | $1.3M | $1.3M | 0.10% |
501889208 LKQ CORP | New | $1.3M | $1.3M | 0.10% |
05329W102 AUTONATION, INC. | Sold out | -$1.2M | $0 | 0.10% |
23586506 U-HAUL HOLDING CO - NON VOTING | Reduced | -$1.1M | $20.7M | 0.09% |
403949100 HF SINCLAIR CORP | Increased | $1.1M | $1.9M | 0.09% |
576485205 MATADOR RESOURCES CO. | Increased | $1.0M | $1.8M | 0.08% |
B57FG04CA CENOVUS ENERGY | Sold out | -$964,204 | $0 | 0.08% |
01877R108 ALLIANCE RESOURCE PARTNERS LP | Increased | $916,637 | $2.0M | 0.07% |
18581108 BREAD FINANCIAL HOLDINGS, INC. | Increased | $885,855 | $2.3M | 0.07% |
69121K104 BLUE OWL CAPITAL CORP | Sold out | -$879,808 | $0 | 0.07% |
01973R101 ALLISON TRANSMISSION HLD | Increased | $862,542 | $1.8M | 0.07% |
423452101 HELMERICH & PAYNE | Increased | $856,416 | $1.7M | 0.07% |
42735100 ARROW ELECTRIC | Increased | $843,940 | $1.7M | 0.07% |
76118Y104 RESIDEO TECHNOLOGIES | Increased | $842,423 | $2.5M | 0.07% |
185899101 CLEVELAND-CLIFFS INC | Sold out | -$805,127 | $0 | 0.06% |
1084102 AGCO CORP. | Increased | $791,696 | $1.9M | 0.06% |
989701107 ZIONS BANCORPORATION N.A. | Increased | $771,483 | $2.2M | 0.06% |
902494103 TYSON FOODS | Increased | $702,661 | $1.7M | 0.06% |
693475105 PNC FINANCIAL SERVICES GROUP INC. | Increased | $692,593 | $2.0M | 0.06% |
25179M103 DEVON ENERGY CORP | Increased | $682,523 | $1.3M | 0.05% |
00751Y106 ADVANCE AUTO PARTS INC. | Increased | $678,485 | $1.3M | 0.05% |
110122108 BRISTOL-MYERS SQUIBB CO | Increased | $678,026 | $1.6M | 0.05% |
904767803 UNILEVER PLC SPONSORED ADR | Reduced | -$676,488 | $2.9M | 0.05% |
Y2106R110 DORIAN LPG LIMITED | Increased | $663,600 | $1.2M | 0.05% |
G4412G101 HERBALIFE LTD | Sold out | -$663,577 | $0 | 0.05% |
718546104 PHILLIPS 66 | Increased | $639,762 | $2.3M | 0.05% |
12653101 ALBEMARLE CORP | Sold out | -$638,884 | $0 | 0.05% |
422347104 HEARTLAND EXPRESS INC. | Increased | $593,034 | $1.3M | 0.05% |
828730200 SIMMONS FIRS NATIONAL CORP-A | Increased | $585,822 | $1.5M | 0.05% |
66987V109 NOVARTIS AG AMERICAN DEPOSITORY SHARES | Increased | $564,687 | $10.9M | 0.04% |
911312106 UNITED PARCEL SERVICE | Increased | $550,138 | $1.5M | 0.04% |
36237H101 G III APPAREL | Increased | $549,655 | $1.7M | 0.04% |
32055Y201 FIRST INTERSTATE BANCSYSTEM INC | Increased | $549,543 | $1.6M | 0.04% |
959802109 WESTERN UNION | Increased | $511,117 | $1.5M | 0.04% |
09225M101 BLACKSTONE MINE | Increased | $507,517 | $1.2M | 0.04% |
37733W204 GSK PLC ADR | Increased | $480,517 | $4.5M | 0.04% |
829933100 SIRIUS XM HOLDINGS INC | Increased | $479,764 | $1.1M | 0.04% |
60871R209 MOLSON COORS BREWING COMPANY | Increased | $425,759 | $1.4M | 0.03% |
126650100 CVS CORP. | Increased | $414,994 | $1.4M | 0.03% |
743315103 PROGRESSIVE CORP | Reduced | -$404,200 | $2.7M | 0.03% |
513272104 LAMB WESTON HOLDINGS INC | Increased | $403,162 | $1.1M | 0.03% |
227046109 CROCS INC | Increased | $390,510 | $1.2M | 0.03% |
20848V105 CONSENSUS CLOUD | Sold out | -$339,825 | $0 | 0.03% |
902973304 US BANCORP | Reduced | -$329,842 | $9.6M | 0.03% |
07556Q881 BEAZER HOMES USA | Increased | $326,018 | $972,063 | 0.03% |
36752103 ELEVANCE HEALTH | Increased | $307,509 | $1.4M | 0.02% |
92532F100 VERTEX PHARMACEUTICALS | Increased | $286,274 | $18.0M | 0.02% |
53332102 AUTOZONE, INC. | Reduced | -$276,039 | $18.7M | 0.02% |
302491303 FMC CORP. | Increased | $252,194 | $531,702 | 0.02% |
1744101 AMN HEALTHCARE SERVICES INC | Increased | $228,026 | $512,841 | 0.02% |
92343V104 VERIZON COMMUNICATIONS | Increased | $227,014 | $1.2M | 0.02% |
20602D101 CONCENTRIX CORP | Reduced | -$208,272 | $372,725 | 0.02% |
L72967109 ORION SA | Increased | $190,531 | $397,280 | 0.02% |
91324P102 UNITEDHEALTH GROUP | Increased | $180,514 | $992,254 | 0.01% |
15135B101 CENTENE CORP | Increased | $124,812 | $620,587 | 0.01% |
29082K105 EMBECTA CORP | Increased | $93,638 | $666,147 | 0.01% |
01609W102 ALIBABA GROUP HOLDING SP-ADR | Reduced | -$85,747 | $509,368 | 0.01% |
405552100 HALEON PLC ADR | Reduced | -$45,490 | $728,228 | 0.00% |
20030N101 COMCAST CORPORATION - CLASS A | Reduced | -$37,165 | $904,250 | 0.00% |
17275R102 CISCO SYSTEMS INC | Reduced | -$36,028 | $4.3M | 0.00% |
N5505D105 MAGNUM ICE CREAM CO NV ADR | Reduced | -$17,039 | $180,103 | 0.00% |
907818108 UNION PACIFIC CORP | Increased | $16,699 | $4.7M | 0.00% |
291011104 EMERSON ELECTRIC CO | Reduced | -$15,203 | $1.2M | 0.00% |
49177J102 KENVUE INC. | Reduced | -$427 | $705,219 | 0.00% |