Position in HUM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,519,362
+$887,011 QoQ
Shares Held
3,825
+4.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#383
of 919 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HUM Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Merit Financial Group, LLC holds $40,594,171 across 8 Healthcare Plans names. HUM ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
31,551 | $13,113,535 | |
| 2 | CNC |
Centene Corp
|
131,756 | $8,457,414 | |
| 3 | CVS |
CVS HEALTH Corp
|
64,529 | $6,675,521 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
17,245 | $3,943,927 | |
| 5 | CI |
Cigna Group
|
12,075 | $3,328,829 | |
| 6 | ELV |
Elevance Health, Inc.
|
8,206 | $3,173,502 | |
| 7 | HUM |
Humana Inc
This page
|
3,825 | $1,519,362 | |
| 8 | PGNY |
Progyny, Inc.
|
13,253 | $382,081 |
All Filings in HUM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,519,362 | 3,825 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $632,351 | 3,647 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,007,357 | 3,933 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,252,457 | 4,814 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,199,663 | 4,907 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,132,146 | 8,058 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $461,498 | 1,819 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $494,114 | 1,560 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $746,926 | 1,999 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $683,731 | 1,972 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $810,323 | 1,770 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $843,139 | 1,733 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $680,084 | 1,521 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $703,431 | 1,449 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $699,651 | 1,366 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $535,649 | 1,104 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $623,001 | 1,331 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $573,118 | 1,317 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $603,018 | 1,300 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $505,895 | 1,300 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $575,536 | 1,300 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $545,025 | 1,300 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $533,351 | 1,300 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $546,748 | 1,321 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $504,075 | 1,300 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $408,226 | 1,300 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||