Mount Lucas Management’s Humana HUM Stock Holding History

Mount Lucas Management’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	$747K	Buy	+1,880	New	+$535K	0.27%	123
2024 Q2	–	Sell	-4,646	Closed	-$1.61M	–	174
2024 Q1	$1.61M	Sell	4,646 -418	-8%	-$158K	0.44%	75
2023 Q4	$2.32M	Buy	5,064 +51	+1%	+$25.1K	0.67%	64
2023 Q3	$2.44M	Sell	5,013 -292	-6%	-$137K	0.86%	39
2023 Q2	$2.37M	Buy	+5,305	New	+$2.67M	0.79%	57
2021 Q4	–	Sell	-8,486	Closed	-$3.3M	–	148
2021 Q3	$3.3M	Sell	8,486 -650	-7%	-$276K	1%	43
2021 Q2	$4.04M	Buy	9,136 +1,250	+16%	+$546K	1.08%	35
2021 Q1	$3.31M	Buy	7,886 +752	+11%	+$300K	0.97%	39
2020 Q4	$2.93M	Buy	+7,134	New	+$2.97M	0.62%	60

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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

Mount Lucas Management's HUM Position: Q2 2026 in Review

Mount Lucas Management opened a new position in Humana (HUM) in Q2 2026: 1,880 shares worth $747K. The stake represents 0.27% of the portfolio and ranks #123 among its holdings. This is a return to the name: Mount Lucas Management previously reported a position in HUM as recently as Q1 2024.

Mount Lucas Management first reported a position in HUM in Q4 2020 and has held it in 9 quarters since. The position peaked at $4.04M in Q2 2021. 924 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

Mount Lucas Management held 1,880 shares of Humana worth $747K as of Q2 2026.
Humana was a new Mount Lucas Management position in Q2 2026.
Humana made up 0.27% of Mount Lucas Management's portfolio in Q2 2026, its #123 holding.
Mount Lucas Management first reported a position in Humana in Q4 2020 and has held it in 9 quarters since.
Mount Lucas Management's Humana position peaked at $4.04M in Q2 2021.
924 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.