Centene Corporation (CNC)Thompson Siegel & Walmsley LLC reduced its stake -871K shares

675K

Shares reported · -871K vs prior quarter

0.78%

Disclosed portfolio weight

$43.3M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 11, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Dec 10, 2025Federal contract · $126K obligatedDepartment of the Interior awarded Centene Corporation: $126K obligated to date
2. Jun 19, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“Effective June 19, 2026, the Board of Directors (the Board) of Centene Corporation (the Company) increased the size of the Board from 9 to 10 and elected Lauren Tyler to the Board to fill the resulting vacancy, with a term expiring at the Company's 2027 annual meeting of stockholders.”
3. Jul 9, 2026Federal contract · $3.0M obligatedDepartment of Defense awarded Centene Corporation: $3.02M obligated to date
4. Jul 28, 2026Company filing · Form 8-K · Results, Executive changeChanged a top executive or board member, and reported its results (and 1 more item)“On July 23, 2026, Director Kenneth Burdick notified Centene Corporation (the Company) of his resignation from the Board of Directors (the Board), including from his service on the Quality and Compliance Committee, effective July 28, 2026.”

What came next

1. Aug 12, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On August 12, 2026, Andrew Asher, Chief Financial Officer of Centene Corporation (the Company), informed the Company that he intends to retire as Chief Financial Officer effective as of December 31, 2026.”
2. Aug 18, 2026Insider · First sale since 2021Officer sold ~$3.11M of CNC shares in the open market
3. Aug 26, 2026InsiderOfficer sold ~$3.78M of CNC shares in the open market

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Centene Corporation

For Centene Corporation, OQRO holds 2 insider filings (SEC Form 4 or Form 144), 20 fund holdings reports (13F) and 2 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its CNC page.

How this filing works

• SEC Form 13F

Other disclosures at Centene Corporation

• USAspending.gov award recordSep 15, 2026
• SEC Form 4Aug 27, 2026
• SEC Form 4Aug 19, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its CNC page.