BCV Asset Management’s Humana HUM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$174M Buy
445,719
+48,034
+12% +$13.7M 5.25% 1
2026
Q1
$68.9M Buy
397,685
+141,614
+55% +$29M 2.37% 18
2025
Q4
$61M Buy
+256,071
New +$67.1M 1.54% 30

Other funds holding HUM

BCV Asset Management's HUM Position: Q2 2026 in Review

BCV Asset Management increased its Humana (HUM) stake by 12% in Q2 2026, buying an estimated $13.7M and bringing the position to 445,719 shares worth $174M. The position accounts for 5.25% of the portfolio, ranked #1.

BCV Asset Management first reported a position in HUM in Q4 2025 and has held it in 3 quarters since. 923 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • BCV Asset Management held 445,719 shares of Humana worth $174M as of Q2 2026.
  • BCV Asset Management bought 48,034 Humana shares in Q2 2026, an estimated $13.7M.
  • Humana made up 5.25% of BCV Asset Management's portfolio in Q2 2026, its #1 holding.
  • BCV Asset Management first reported a position in Humana in Q4 2025 and has held it in 3 quarters since.
  • 923 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on BCV Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.