Jones Financial Companies
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Jones Financial Companies’s Humana HUM Stock Holding History

Jones Financial Companies’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 		$3.38M Buy
20,003
+15,686
+363% +$3.22M ﹤0.01% 1229
2025
Q4 		$1.11M Sell
4,317
-618
-13% -$162K ﹤0.01% 1184
2025
Q3 		$1.26M Buy
4,935
+1,265
+34% +$333K ﹤0.01% 1041
2025
Q2 		$888K Buy
3,670
+616
+20% +$154K ﹤0.01% 1049
2025
Q1 		$808K Buy
3,054
+1,025
+51% +$277K ﹤0.01% 945
2024
Q4 		$515K Buy
2,029
+822
+68% +$220K ﹤0.01% 985
2024
Q3 		$386K Buy
1,207
+701
+139% +$250K ﹤0.01% 916
2024
Q2 		$189K Buy
506
+435
+613% +$147K ﹤0.01% 854
2024
Q1 		$24.7K Buy
71
+60
+545% +$22.7K ﹤0.01% 862
2023
Q4 		$5.04K Buy
11
+8
+267% +$3.94K ﹤0.01% 761
2023
Q3 		$1.46K Buy
+3
New +$1.41K ﹤0.01% 595
2023
Q2 		– Sell
-15
Closed -$7.28K – 558
2023
Q1 		$7.28K Buy
15
+1
+7% +$494 ﹤0.01% 494
2022
Q4 		$7K Buy
+14
New +$7.36K ﹤0.01% 507
2022
Q3 		– Sell
-61
Closed -$29K – 623
2022
Q2 		$29K Buy
+61
New +$27.1K ﹤0.01% 364
2022
Q1 		– Sell
-2
Closed -$1K – 754
2021
Q4 		$1K Hold
2
– – ﹤0.01% 735
2021
Q3 		$1K Hold
2
– – ﹤0.01% 636
2021
Q2 		$1K Hold
2
– – ﹤0.01% 619
2021
Q1 		$1K Sell
2
-2
-50% -$798 ﹤0.01% 766
2020
Q4 		$2K Buy
+4
New +$1.66K ﹤0.01% 605
2013
Q4 		– Sell
-205
Closed -$19K – 385
2013
Q3 		$19K Buy
205
+195
+1,950% +$17.9K ﹤0.01% 424
2013
Q2 		$1K Buy
+10
New +$789 ﹤0.01% 753

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

Jones Financial Companies's HUM Position: Q1 2026 in Review

Jones Financial Companies increased its Humana (HUM) stake by 363% in Q1 2026, buying an estimated $3.22M and bringing the position to 20,003 shares worth $3.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Jones Financial Companies first reported a position in HUM in Q2 2013 and has held it in 21 quarters since. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Jones Financial Companies held 20,003 shares of Humana worth $3.38M as of Q1 2026.
  • Jones Financial Companies bought 15,686 Humana shares in Q1 2026, an estimated $3.22M.
  • Humana made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1229 holding.
  • Jones Financial Companies first reported a position in Humana in Q2 2013 and has held it in 21 quarters since.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.