Position in HUM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$4,672,896
+$3,352,358 QoQ
Shares Held
11,764
+54.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#267
of 919 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in HUM Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $166,514,324 across 11 Healthcare Plans names. HUM ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
192,112 | $79,847,510 | |
| 2 | CNC |
Centene Corp
|
373,315 | $23,963,089 | |
| 3 | CI |
Cigna Group
|
63,151 | $17,409,467 | |
| 4 | CVS |
CVS HEALTH Corp
|
151,163 | $15,637,812 | |
| 5 | MOH |
Molina Healthcare, Inc.
|
50,652 | $11,584,112 | |
| 6 | ELV |
Elevance Health, Inc.
|
29,634 | $11,460,356 | |
| 7 | HUM |
Humana Inc
This page
|
11,764 | $4,672,896 | |
| 8 | PGNY |
Progyny, Inc.
|
26,577 | $766,214 |
All Filings in HUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,672,896 | 11,764 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,320,538 | 7,616 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,899,903 | 11,322 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,174,947 | 16,047 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,296,400 | 9,393 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,937,060 | 11,100 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,161,862 | 8,521 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,843,058 | 8,976 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,224,599 | 8,630 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,291,472 | 6,609 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,396,950 | 7,420 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,969,231 | 6,103 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,698,876 | 6,036 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,940,431 | 6,057 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,286,723 | 6,417 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,407,512 | 4,962 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,307,585 | 4,930 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,027,021 | 4,658 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,251,112 | 4,853 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,827,448 | 4,696 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,410,714 | 7,704 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,058,428 | 7,295 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $2,684,806 | 6,544 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,395,223 | 3,371 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $1,290,044 | 3,327 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,108,804 | 3,531 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||