哈馬那公司
MX ˙ BMV ˙ US4448591028
SecurityMX:HUM / Humana Inc.
InstitutionPettee Investors, Inc.
Latest Disclosed Ownership3,460 shares
Latest Disclosed Value $ 818,082
Pettee Investors, Inc. ownership in HUM / Humana Inc.

On May 4, 2026 - Pettee Investors, Inc. filed a 13F-HR form disclosing ownership of 3,460 shares of Humana Inc. (MX:HUM) valued at $818,082 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 3,460 shares of Humana Inc.. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F Humana COM 444859102 3,460 0 0.00 818 -7.67 0.4213
2026-02-02 2025-12-31 13F Humana COM 444859102 3,460 0 0.00 886 -1.56 0.4970
2025-11-04 2025-09-30 13F Humana COM 444859102 3,460 0 0.00 900 6.51 0.4954
2025-08-01 2025-06-30 13F Humana COM 444859102 3,460 -874 -20.17 846 -26.27 0.5059
2025-05-02 2025-03-31 13F Humana COM 444859102 4,334 0 0.00 1,147 4.28 0.6832
2025-02-07 2024-12-31 13F Humana COM 444859102 4,334 0 0.00 1,100 -19.90 0.5584
2024-11-05 2024-09-30 13F Humana COM 444859102 4,334 -1,000 -18.75 1,373 -31.16 0.6683
2024-08-02 2024-06-30 13F Humana COM 444859102 5,334 0 0.00 1,993 7.79 0.9610
2024-05-09 2024-03-31 13F Humana COM 444859102 5,334 465 9.55 1,849 -17.05 0.7827
2024-02-07 2023-12-31 13F Humana COM 444859102 4,869 0 0.00 2,229 -5.87 0.9847
2023-10-20 2023-09-30 13F Humana COM 444859102 4,869 65 1.35 2,369 10.24 1.1257
2023-08-08 2023-06-30 13F Humana COM 444859102 4,804 0 0.00 2,148 -7.89 0.9718
2023-05-05 2023-03-31 13F Humana COM 444859102 4,804 180 3.89 2,332 116,500.00 1.1173
2023-01-25 2022-12-31 13F Humana COM 444859102 4,624 0 0.00 2 -99.91 1.1618
2022-11-09 2022-09-30 13F Humana COM 444859102 4,624 0 0.00 2,244 3.70 1.2062
2022-07-25 2022-06-30 13F Humana COM 444859102 4,624 0 0.00 2,164 7.55 1.0764
2022-05-16 2022-03-31 13F Humana COM 444859102 4,624 9 0.20 2,012 -6.03 0.8846
2022-02-11 2021-12-31 13F Humana COM 444859102 4,615 0 0.00 2,141 19.21 0.8966
2021-11-02 2021-09-30 13F Humana COM 444859102 4,615 210 4.77 1,796 -7.90 0.8362
2021-08-02 2021-06-30 13F Humana COM 444859102 4,405 1,135 34.71 1,950 42.23 0.9164
2021-05-03 2021-03-31 13F Humana COM 444859102 3,270 450 15.96 1,371 18.50 0.6620
2021-02-08 2020-12-31 13F Humana COM 444859102 2,820 0 0.00 1,157 -0.86 0.6133
2020-11-12 2020-09-30 13F Humana COM 444859102 2,820 0 0.00 1,167 6.77 0.6751
2020-08-04 2020-06-30 13F Humana COM 444859102 2,820 -240 -7.84 1,093 13.74 0.6764
2020-05-12 2020-03-31 13F Humana COM 444859102 3,060 0 0.00 961 -14.35 0.6919
2020-02-14 2019-12-31 13F Humana COM 444859102 3,060 0 0.00 1,122 43.48 0.6411
2019-10-30 2019-09-30 13F Humana COM 444859102 3,060 0 0.00 782 -3.69 0.4910
2019-08-07 2019-06-30 13F Humana COM 444859102 3,060 -1,300 -29.82 812 -30.00 0.5156
2019-04-26 2019-03-31 13F Humana COM 444859102 4,360 0 0.00 1,160 -7.13 0.7319
2019-02-06 2018-12-31 13F Humana COM 444859102 4,360 0 0.00 1,249 -15.38 0.8855
2018-11-02 2018-09-30 13F Humana COM 444859102 4,360 0 0.00 1,476 13.71 0.8716
2018-08-15 2018-06-30 13F Humana COM 444859102 4,360 0 0.00 1,298 10.75 0.8181
2018-05-01 2018-03-31 13F Humana COM 444859102 4,360 1,430 48.81 1,172 61.21 0.7261
2018-02-06 2017-12-31 13F Humana COM 444859102 2,930 2,080 244.71 727 251.21 0.4412
2017-11-02 2017-09-30 13F Humana COM 444859102 850 850 207 0.1337
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.