Position in HUM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,853,031
+$1,034,111 QoQ
Shares Held
4,665
-1.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#358
of 919 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HUM Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Florida Trust Wealth Management Co holds $20,976,421 across 5 Healthcare Plans names. HUM ranks #4 (8.8% of the industry book) .
All Filings in HUM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,853,031 | 4,665 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $818,920 | 4,723 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $463,082 | 1,808 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $454,776 | 1,748 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $426,861 | 1,746 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $461,727 | 1,745 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $442,723 | 1,745 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $1,017,368 | 3,212 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $1,199,416 | 3,210 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,112,971 | 3,210 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $1,469,570 | 3,210 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||