Advisory Research’s Unum UNM Stock Holding History

Advisory Research’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 Q1	$1.32M	Buy	18,083 +758	+4%	+$56.6K	0.16%	98
2025 Q4	$1.34M	Buy	17,325 +915	+6%	+$70K	0.17%	92
2025 Q3	$1.28M	Buy	16,410 +655	+4%	+$49.1K	0.17%	99
2025 Q2	$1.27M	Buy	15,755 +1,094	+7%	+$86.4K	0.2%	97
2025 Q1	$1.19M	Buy	14,661 +40	+0.3%	+$3.08K	0.21%	98
2024 Q4	$1.07M	Buy	14,621 +77	+0.5%	+$5.31K	0.18%	107
2024 Q3	$864K	Sell	14,544 -431	-3%	-$23.4K	0.15%	117
2024 Q2	$765K	Buy	14,975 +932	+7%	+$48.2K	0.14%	118
2024 Q1	$754K	Buy	14,043 +150	+1%	+$7.31K	0.15%	115
2023 Q4	$628K	Sell	13,893 -926	-6%	-$42.2K	0.1%	208
2023 Q3	$729K	Sell	14,819 -571	-4%	-$27.9K	0.1%	228
2023 Q2	$734K	Buy	15,390 +626	+4%	+$27.3K	0.09%	242
2023 Q1	$584K	Buy	+14,764	New	+$610K	0.1%	229
2014 Q2	–	Sell	-1,993	Closed	-$70K	–	657
2014 Q1	$70K	Buy	+1,993	New	+$68K	﹤0.01%	531

Other funds holding UNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return