Position in HUM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$303,078
+$98,431 QoQ
Shares Held
763
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#628
of 919 holders
Holding Since
Jun 2020
23 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, 2026Venturi Wealth Management, LLC holds $6,085,816 across 5 Healthcare Plans names. HUM ranks #4 (5.0% of the industry book) .
All Filings in HUM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,078 | 763 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $204,647 | 799 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $334,318 | 1,285 | Shares | Other | 2025-10-23 | |
| 2025-06-30 | $218,076 | 892 | Shares | Other | 2025-07-23 | |
| 2024-12-31 | $175,566 | 692 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $30,089 | 95 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $86,686 | 232 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $16,988 | 49 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,043,806 | 2,280 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,167,648 | 2,400 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,015,878 | 2,272 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,063,642 | 2,191 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,196,987 | 2,337 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,152,810 | 2,376 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,326,510 | 2,834 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,270,696 | 2,920 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,188,409 | 2,562 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,008,287 | 2,591 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,241,386 | 2,804 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,134,490 | 2,706 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,055,624 | 2,573 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $956,913 | 2,312 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $602,563 | 1,554 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||