Kovitz Investment Group Partners
HUM icon

Kovitz Investment Group Partners’s Humana HUM Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-5,177
Closed -$1.35M – 833
2025
Q3 		$1.35M Buy
5,177
+2,397
+86% +$630K 0.01% 760
2025
Q2 		$682K Buy
2,780
+360
+15% +$89.8K ﹤0.01% 884
2025
Q1 		$640K Sell
2,420
-5,425
-69% -$1.47M ﹤0.01% 850
2024
Q4 		$1.99M Buy
7,845
+3,666
+88% +$983K 0.01% 571
2024
Q3 		$765K Buy
4,179
+1,593
+62% +$567K 0.01% 686
2024
Q2 		$966K Sell
2,586
-864
-25% -$292K 0.01% 543
2024
Q1 		$1.2M Buy
+3,450
New +$1.31M 0.02% 380

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kovitz Investment Group Partners's HUM Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Humana (HUM) in Q4 2025, closing a stake of 5,177 shares — an estimated $1.35M sold.

Kovitz Investment Group Partners first reported a position in HUM in Q1 2024 and held it in 7 quarters. The position peaked at $1.99M in Q4 2024. 863 funds tracked by Wall St. Rank hold HUM as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Humana position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 5,177 Humana shares in Q4 2025, an estimated $1.35M.
  • Kovitz Investment Group Partners first reported a position in Humana in Q1 2024 and held it in 7 quarters.
  • Kovitz Investment Group Partners's Humana position peaked at $1.99M in Q4 2024.
  • 863 funds tracked by Wall St. Rank held Humana as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.