Plan Group Financial
HUM icon

Plan Group Financial’s Humana HUM Stock Holding History

Plan Group Financial’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
Q3 		$352K Sell
823
-152
-16% -$59.1K 0.07% 158
2026
Q2 		$387K Sell
975
-479
-33% -$136K 0.08% 143
2026
Q1 		$252K Sell
1,454
-208
-13% -$42.6K 0.06% 190
2025
Q4 		$426K Sell
1,662
-603
-27% -$158K 0.11% 127
2025
Q3 		$589K Sell
2,265
-74
-3% -$19.5K 0.16% 112
2025
Q2 		$572K Buy
2,339
+644
+38% +$161K 0.19% 104
2025
Q1 		$448K Buy
1,695
+677
+67% +$183K 0.16% 104
2024
Q4 		$258K Buy
1,018
+83
+9% +$22.3K 0.14% 96
2024
Q3 		$296K Buy
+935
New +$333K 0.16% 89

Other funds holding HUM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Chapin Davis
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Plan Group Financial's HUM Position: Q3 2026 in Review

Plan Group Financial reduced its Humana (HUM) stake by 16% in Q3 2026, selling an estimated $59.1K and leaving 823 shares worth $352K. The position accounts for 0.07% of the portfolio, ranked #158.

Plan Group Financial first reported a position in HUM in Q3 2024 and has held it in 9 quarters since. The position peaked at $589K in Q3 2025. 229 funds tracked by Wall St. Rank hold HUM as of Q3 2026.

  • Plan Group Financial held 823 shares of Humana worth $352K as of Q3 2026.
  • Plan Group Financial sold 152 Humana shares in Q3 2026, an estimated $59.1K.
  • Humana made up 0.07% of Plan Group Financial's portfolio in Q3 2026, its #158 holding.
  • Plan Group Financial first reported a position in Humana in Q3 2024 and has held it in 9 quarters since.
  • Plan Group Financial's Humana position peaked at $589K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held Humana as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.