Rothwell Investment Advisors, LLC’s Unum UNM Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio UNM Stock Details UNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$189K	Buy	+2,150	New	+$195K	0.1%	179

Other funds holding UNM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Rothwell Investment Advisors, LLC's UNM Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Unum (UNM) in Q3 2026: 2,150 shares worth $189K. The stake represents 0.1% of the portfolio and ranks #179 among its holdings.

369 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

Rothwell Investment Advisors, LLC held 2,150 shares of Unum worth $189K as of Q3 2026.
Unum was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Unum made up 0.1% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #179 holding.
369 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.