Position in HUM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,138,828
+$860,538 QoQ
Shares Held
2,867
+78.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#425
of 919 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HUM Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $17,672,280 across 8 Healthcare Plans names. HUM ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
21,037 | $8,743,607 | |
| 2 | CVS |
CVS HEALTH Corp
|
21,647 | $2,239,381 | |
| 3 | CI |
Cigna Group
|
6,580 | $1,813,973 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
6,914 | $1,581,231 | |
| 5 | HUM |
Humana Inc
This page
|
2,867 | $1,138,828 | |
| 6 | ELV |
Elevance Health, Inc.
|
2,426 | $938,206 | |
| 7 | CLOV |
Clover Health Investments, Corp. /De
|
142,078 | $744,488 | |
| 8 | CNC |
Centene Corp
|
7,362 | $472,566 |
All Filings in HUM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,138,828 | 2,867 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $278,290 | 1,605 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $586,025 | 2,288 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $242,998 | 934 | Shares | Other | 2025-10-28 | |
| 2024-09-30 | $253,075 | 799 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $326,943 | 875 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $240,807 | 526 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $256,881 | 528 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $230,718 | 516 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $640,320 | 1,319 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $426,141 | 832 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $346,425 | 714 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $211,567 | 452 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $335,951 | 772 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $252,339 | 544 | Shares | Sole | 2022-03-11 | |
| No filing history on record for this holder in this stock. | ||||||