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Bruce G. Allen Investments’s Humana HUM Stock Holding History

Bruce G. Allen Investments’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
Q1 		$16.1K Sell
93
-11
-11% -$2.25K 0.01% 428
2025
Q4 		$26.6K Sell
104
-32
-24% -$8.39K 0.02% 359
2025
Q3 		$35.4K Buy
136
+12
+10% +$3.16K 0.03% 317
2025
Q2 		$30.3K Sell
124
-26
-17% -$6.48K 0.02% 334
2025
Q1 		$39.7K Buy
150
+19
+15% +$5.14K 0.03% 286
2024
Q4 		$33.2K Sell
131
-46
-26% -$12.3K 0.03% 313
2024
Q3 		$56.1K Sell
177
-10
-5% -$3.56K 0.04% 241
2024
Q2 		$69.9K Buy
187
+66
+55% +$22.3K 0.06% 193
2024
Q1 		$42K Sell
121
-63
-34% -$23.9K 0.03% 274
2023
Q4 		$84.2K Buy
+184
New +$90.7K 0.08% 171

Other funds holding HUM

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Bruce G. Allen Investments's HUM Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Humana (HUM) stake by 11% in Q1 2026, selling an estimated $2.25K and leaving 93 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #428.

Bruce G. Allen Investments first reported a position in HUM in Q4 2023 and has held it in 10 quarters since. The position peaked at $84.2K in Q4 2023. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Bruce G. Allen Investments held 93 shares of Humana worth $16.1K as of Q1 2026.
  • Bruce G. Allen Investments sold 11 Humana shares in Q1 2026, an estimated $2.25K.
  • Humana made up 0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #428 holding.
  • Bruce G. Allen Investments first reported a position in Humana in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Humana position peaked at $84.2K in Q4 2023.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.