Allen Investment Management’s Humana HUM Stock Holding History

Allen Investment Management’s Portfolio HUM Stock Details HUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$397K	Sell	1,000 -408	-29%	-$116K	﹤0.01%	200
2026 Q1	$244K	Hold	1,408	–	–	﹤0.01%	213
2025 Q4	$361K	Hold	1,408	–	–	﹤0.01%	198
2025 Q3	$366K	Hold	1,408	–	–	﹤0.01%	180
2025 Q2	$344K	Hold	1,408	–	–	﹤0.01%	177
2025 Q1	$373K	Hold	1,408	–	–	﹤0.01%	179
2024 Q4	$357K	Hold	1,408	–	–	﹤0.01%	182
2024 Q3	$446K	Hold	1,408	–	–	0.01%	180
2024 Q2	$526K	Hold	1,408	–	–	0.01%	166
2024 Q1	$488K	Sell	1,408 -310	-18%	-$117K	0.01%	159
2023 Q4	$787K	Hold	1,718	–	–	0.01%	144
2023 Q3	$836K	Hold	1,718	–	–	0.01%	144
2023 Q2	$768K	Hold	1,718	–	–	0.01%	137
2023 Q1	$834K	Buy	1,718 +408	+31%	+$202K	0.01%	136
2022 Q4	$671K	Hold	1,310	–	–	0.01%	141
2022 Q3	$636K	Hold	1,310	–	–	0.01%	140
2022 Q2	$613K	Hold	1,310	–	–	0.01%	153
2022 Q1	$570K	Hold	1,310	–	–	0.01%	166
2021 Q4	$608K	Hold	1,310	–	–	0.01%	172
2021 Q3	$510K	Buy	1,310 +295	+29%	+$125K	0.01%	140
2021 Q2	$449K	Hold	1,015	–	–	0.01%	142
2021 Q1	$426K	Hold	1,015	–	–	0.01%	148
2020 Q4	$416K	Hold	1,015	–	–	0.01%	139
2020 Q3	$420K	Hold	1,015	–	–	0.01%	134
2020 Q2	$394K	Hold	1,015	–	–	0.01%	134
2020 Q1	$319K	Buy	1,015 +15	+2%	+$5.06K	0.01%	143
2019 Q4	$367K	Hold	1,000	–	–	0.01%	143
2019 Q3	$256K	Hold	1,000	–	–	0.01%	177
2019 Q2	$265K	Sell	1,000 -3	-0.3%	-$761	0.01%	180
2019 Q1	$267K	Hold	1,003	–	–	0.01%	172
2018 Q4	$287K	Hold	1,003	–	–	0.01%	145
2018 Q3	$340K	Hold	1,003	–	–	0.01%	163
2018 Q2	$299K	Hold	1,003	–	–	0.01%	163
2018 Q1	$270K	Hold	1,003	–	–	0.01%	155
2017 Q4	$249K	Hold	1,003	–	–	0.01%	159
2017 Q3	$244K	Sell	1,003 -3,553	-78%	-$871K	0.01%	198
2017 Q2	$1.1M	Sell	4,556 -242	-5%	-$54.8K	0.05%	93
2017 Q1	$989K	Sell	4,798 -9,587	-67%	-$1.98M	0.05%	98
2016 Q4	$2.94M	Buy	14,385 +8,240	+134%	+$1.57M	0.18%	56
2016 Q3	$1.09M	Sell	6,145 -125	-2%	-$21.7K	0.07%	83
2016 Q2	$1.13M	Sell	6,270 -2,413	-28%	-$429K	0.08%	78
2016 Q1	$1.59M	Buy	8,683 +7,085	+443%	+$1.23M	0.12%	67
2015 Q4	$285K	Hold	1,598	–	–	0.02%	164
2015 Q3	$286K	Hold	1,598	–	–	0.03%	182
2015 Q2	$306K	Hold	1,598	–	–	0.03%	185
2015 Q1	$284K	Hold	1,598	–	–	0.02%	196
2014 Q4	$230K	Hold	1,598	–	–	0.02%	211
2014 Q3	$208K	Buy	+1,598	New	+$203K	0.02%	193

Other funds holding HUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allen Investment Management's HUM Position: Q2 2026 in Review

Allen Investment Management reduced its Humana (HUM) stake by 29% in Q2 2026, selling an estimated $116K and leaving 1,000 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Allen Investment Management first reported a position in HUM in Q3 2014 and has held it in 48 quarters since. The position peaked at $2.94M in Q4 2016. 928 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

Allen Investment Management held 1,000 shares of Humana worth $397K as of Q2 2026.
Allen Investment Management sold 408 Humana shares in Q2 2026, an estimated $116K.
Humana made up ﹤0.01% of Allen Investment Management's portfolio in Q2 2026, its #200 holding.
Allen Investment Management first reported a position in Humana in Q3 2014 and has held it in 48 quarters since.
Allen Investment Management's Humana position peaked at $2.94M in Q4 2016.
928 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.