John Rogers’s Humana HUM Stock Holding History

John Rogers’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	–	Sell	-82,807	Closed	-$21.2M	–	111
2025 Q4	$21.2M	Sell	82,807 -5,182	-6%	-$1.36M	0.23%	75
2025 Q3	$22.9M	Buy	+87,989	New	+$23.1M	0.24%	70

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

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

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

John Rogers's HUM Position: Q1 2026 in Review

John Rogers sold out of Humana (HUM) in Q1 2026, closing a stake of 82,807 shares — an estimated $21.2M sold.

John Rogers first reported a position in HUM in Q3 2025 and held it in 2 quarters. The position peaked at $22.9M in Q3 2025. 783 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

John Rogers reported no remaining Humana position as of Q1 2026 after selling out during the quarter.
John Rogers sold 82,807 Humana shares in Q1 2026, an estimated $21.2M.
John Rogers first reported a position in Humana in Q3 2025 and held it in 2 quarters.
John Rogers's Humana position peaked at $22.9M in Q3 2025.
783 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Ariel Investments's 13F filing for Q1 2026, filed 14 May 2026.