BGAI
HUM icon

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
Q2 		$108K Buy
271
+178
+191% +$50.7K 0.07% 148
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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Sessa Capital
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bruce G. Allen Investments's HUM Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Humana (HUM) stake by 191% in Q2 2026, buying an estimated $50.7K and bringing the position to 271 shares worth $108K. The position accounts for 0.07% of the portfolio, ranked #148.

Bruce G. Allen Investments first reported a position in HUM in Q4 2023 and has held it in 11 quarters since. 929 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

  • Bruce G. Allen Investments held 271 shares of Humana worth $108K as of Q2 2026.
  • Bruce G. Allen Investments bought 178 Humana shares in Q2 2026, an estimated $50.7K.
  • Humana made up 0.07% of Bruce G. Allen Investments's portfolio in Q2 2026, its #148 holding.
  • Bruce G. Allen Investments first reported a position in Humana in Q4 2023 and has held it in 11 quarters since.
  • 929 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.