Chris Davis's HUM Position Overview
Chris Davis (via Davis Selected Advisers) currently holds 385,539 shares of Humana Inc. (HUM) worth $100.31 M, representing 0.52% of the portfolio. First purchased in 2019-Q2, this long-term strategic position has been held for 26 quarters.
Based on 13F filings, Chris Davis has maintained a strategic position in HUM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 1.95 M shares. Largest reduction occurred in Q3 2025, reducing 1.27 M shares.
Analysis based on 13F filings available since 2013 Q2
Chris Davis's Humana (HUM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Humana (HUM) Trades by Chris Davis
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2019 | +133,960 | New Buy | 133,960 | $265.30 |
| Q3 2019 | +306 | Add 0.23% | 134,266 | $255.67 |
| Q4 2019 | -5,082 | Reduce 3.79% | 129,184 | $366.52 |
| Q1 2020 | -55,561 | Reduce 43.01% | 73,623 | $314.02 |
| Q2 2020 | -9,796 | Reduce 13.31% | 63,827 | $387.75 |
| Q3 2020 | -1,018 | Reduce 1.59% | 62,809 | $413.89 |
| Q4 2020 | +742 | Add 1.18% | 63,551 | $410.27 |
| Q1 2021 | +12 | Add 0.02% | 63,563 | $419.25 |
| Q2 2021 | -17,741 | Reduce 27.91% | 45,822 | $442.71 |
| Q3 2021 | -511 | Reduce 1.12% | 45,311 | $389.15 |
| Q4 2021 | -346 | Reduce 0.76% | 44,965 | $463.85 |
| Q1 2022 | -1,140 | Reduce 2.54% | 43,825 | $435.16 |
| Q2 2022 | -13 | Reduce 0.03% | 43,812 | $468.07 |
| Q3 2022 | -311 | Reduce 0.71% | 43,501 | $485.18 |
| Q4 2022 | -65 | Reduce 0.15% | 43,436 | $512.19 |
| Q1 2023 | +132 | Add 0.30% | 43,568 | $485.45 |
| Q2 2023 | +21 | Add 0.05% | 43,589 | $447.13 |
| Q3 2023 | -25 | Reduce 0.06% | 43,564 | $486.52 |
| Q4 2023 | -1 | Reduce 0.00% | 43,563 | $457.83 |
| Q1 2024 | +1.95 M | Add 4468.39% | 1.99 M | $346.72 |
| Q2 2024 | +321,233 | Add 16.14% | 2.31 M | $373.65 |
| Q3 2024 | -1,805 | Reduce 0.08% | 2.31 M | $316.74 |
| Q4 2024 | -52,648 | Reduce 2.28% | 2.26 M | $253.71 |
| Q1 2025 | +74,434 | Add 3.30% | 2.33 M | $264.60 |
| Q2 2025 | -678,609 | Reduce 29.11% | 1.65 M | $244.48 |
| Q3 2025 | -1.27 M | Reduce 76.67% | 385,539 | $260.17 |
Chris Davis's Humana Investment FAQs
Chris Davis first purchased Humana Inc. (HUM) in Q2 2019, acquiring 133,960 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis has held Humana Inc. (HUM) for 26 quarters since Q2 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis's largest addition to Humana Inc. (HUM) was in Q1 2024, adding 1,990,129 shares worth $690.02 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chris Davis's firm, Davis Selected Advisers, owns 385,539 shares of Humana Inc. (HUM), valued at approximately $100.31 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Humana Inc. (HUM) represents approximately 0.52% of Chris Davis's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis's peak holding in Humana Inc. (HUM) was 2,331,343 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.