Caldwell Trust Co

Bank

Position in HUM — Humana Inc

CIK 2080218 Venice, FL

Position in HUM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$246,673

+$138,999 QoQ

Shares Held

621

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#665

of 919 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Caldwell Trust Co holds $2,460,357 across 5 Healthcare Plans names. HUM ranks #3 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	3,804	$1,581,056
2	CI	Cigna Group	1,708	$470,861
3	HUM	Humana Inc This page	621	$246,673
4	ELV	Elevance Health, Inc.	280	$108,284
5	CVS	CVS HEALTH Corp	517	$53,483

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$246,673	621	0.0%	Shares	Sole	2026-08-03
2026-03-31	$107,674	621	0.0%	Shares	Sole	2026-04-22
2025-12-31	$159,056	621	0.0%	Shares	Sole	2026-01-30
2025-09-30	$161,565	621	0.0%	Shares	Sole	2025-10-23
2025-06-30	$151,822	621	0.0%	Shares	Sole	2025-09-22
2025-03-31	$164,316	621	0.0%	Shares	Sole	2025-09-23
2024-12-31	$157,553	621	0.0%	Shares	Sole	2025-09-24
2024-09-30	$196,695	621	0.0%	Shares	Sole	2025-09-24
2024-06-30	$232,036	621	0.0%	Shares	Sole	2025-09-24
2024-03-31	$215,313	621	-35.7%	Shares	Sole	2025-09-24
2023-12-31	$442,243	966	0.0%	Shares	Sole	2025-10-01
2023-09-30	$469,977	966	0.0%	Shares	Sole	2025-10-01
2023-06-30	$431,927	966	0.0%	Shares	Sole	2025-10-01
2023-03-31	$468,953	966	+50.2%	Shares	Sole	2025-10-01
2022-12-31	$329,337	643	+3.5%	Shares	Sole	2025-10-01
2022-09-30	$301,302	621	0.0%	Shares	Sole	2025-10-01
2022-06-30	$290,670	621	0.0%	Shares	Sole	2025-10-02
2022-03-31	$270,240	621	0.0%	Shares	Sole	2025-10-02
2021-12-31	$288,057	621	0.0%	Shares	Sole	2025-10-02
2021-09-30	$241,661	621	0.0%	Shares	Sole	2025-10-02
2021-06-30	$274,929	621	0.0%	Shares	Sole	2025-10-02
2021-03-31	$260,353	621	0.0%	Shares	Sole	2025-10-02
2020-12-31	$254,777	621	0.0%	Shares	Sole	2025-10-02
2020-09-30	$257,025	621	0.0%	Shares	Sole	2025-10-02
2020-06-30	$240,792	621	0.0%	Shares	Sole	2025-10-02
2020-03-31	$195,006	621	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.