Position in HUM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,636,149
+$1,074,713 QoQ
Shares Held
4,119
+27.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#372
of 918 holders
Holding Since
Mar 2023
12 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, 2026Summit Trail Advisors, LLC holds $32,413,431 across 7 Healthcare Plans names. HUM ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
33,330 | $13,852,947 | |
| 2 | CVS |
CVS HEALTH Corp
|
50,980 | $5,273,881 | |
| 3 | CNC |
Centene Corp
|
59,915 | $3,845,943 | |
| 4 | ELV |
Elevance Health, Inc.
|
8,519 | $3,294,552 | |
| 5 | CI |
Cigna Group
|
9,366 | $2,582,018 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
8,430 | $1,927,941 | |
| 7 | HUM |
Humana Inc
This page
|
4,119 | $1,636,149 |
All Filings in HUM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,636,149 | 4,119 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $561,436 | 3,238 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,275,015 | 4,978 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,350,115 | 9,033 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,889,096 | 7,727 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $408,277 | 1,289 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $541,418 | 1,449 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $375,151 | 1,082 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $472,459 | 1,032 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $505,980 | 1,040 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $327,299 | 732 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $329,627 | 679 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||