Essex Financial Services’s Humana HUM Stock Holding History

Essex Financial Services’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	$283K	Buy	+713	New	+$203K	0.01%	671
2025 Q4	–	Sell	-845	Closed	-$220K	–	796
2025 Q3	$220K	Buy	+845	New	+$222K	0.01%	687
2025 Q2	–	Sell	-1,091	Closed	-$289K	–	699
2025 Q1	$289K	Buy	+1,091	New	+$295K	0.02%	505
2024 Q3	–	Sell	-666	Closed	-$233K	–	640
2024 Q2	$233K	Buy	666 +35	+6%	+$11.8K	0.02%	541
2024 Q1	$219K	Buy	631 +13	+2%	+$4.93K	0.02%	490
2023 Q4	$283K	Buy	618 +103	+20%	+$50.8K	0.03%	404
2023 Q3	$251K	Sell	515 -218	-30%	-$102K	0.03%	401
2023 Q2	$328K	Sell	733 -14	-2%	-$7.05K	0.04%	347
2023 Q1	$363K	Sell	747 -254	-25%	-$126K	0.04%	343
2022 Q4	$512K	Sell	1,001 -47	-4%	-$24.7K	0.05%	271
2022 Q3	$509K	Buy	1,048 +506	+93%	+$246K	0.06%	249
2022 Q2	$254K	Buy	542 +56	+12%	+$24.9K	0.03%	401
2022 Q1	$212K	Sell	486 -224	-32%	-$93.7K	0.02%	466
2021 Q4	$330K	Buy	710 +11	+2%	+$4.87K	0.03%	354
2021 Q3	$272K	Buy	699 +209	+43%	+$88.7K	0.03%	363
2021 Q2	$205K	Hold	490	–	–	0.03%	433
2021 Q1	$205K	Hold	490	–	–	0.04%	337
2020 Q4	$201K	Hold	490	–	–	0.04%	307
2020 Q3	$203K	Buy	+490	New	+$197K	0.05%	264

Other funds holding HUM

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Essex Financial Services's HUM Position: Q2 2026 in Review

Essex Financial Services opened a new position in Humana (HUM) in Q2 2026: 713 shares worth $283K. The stake represents 0.01% of the portfolio and ranks #671 among its holdings. This is a return to the name: Essex Financial Services previously reported a position in HUM as recently as Q3 2025.

Essex Financial Services first reported a position in HUM in Q3 2020 and has held it in 19 quarters since. The position peaked at $512K in Q4 2022. 634 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

Essex Financial Services held 713 shares of Humana worth $283K as of Q2 2026.
Humana was a new Essex Financial Services position in Q2 2026.
Humana made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #671 holding.
Essex Financial Services first reported a position in Humana in Q3 2020 and has held it in 19 quarters since.
Essex Financial Services's Humana position peaked at $512K in Q4 2022.
634 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.