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Algebris (UK)’s Unum UNM Stock Holding History

Algebris (UK)’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 		$68.8M Buy
944,320
+244,514
+35% +$18.3M 4.98% 3
2025
Q4 		$54.3M Buy
699,806
+310,343
+80% +$23.7M 4.31% 3
2025
Q3 		$30.3M Buy
389,463
+190,454
+96% +$14.3M 3.43% 10
2025
Q2 		$16M Buy
+199,009
New +$15.7M 2.53% 16
2024
Q3 		– Sell
-92,596
Closed -$4.42M – 47
2024
Q2 		$4.42M Sell
92,596
-21,359
-19% -$1.11M 1.42% 22
2024
Q1 		$5.67M Sell
113,955
-23,779
-17% -$1.16M 2.52% 16
2023
Q4 		$5.64M Sell
137,734
-196,597
-59% -$8.95M 2.95% 10
2023
Q3 		$16.5M Buy
334,331
+59,817
+22% +$2.92M 8.41% 3
2023
Q2 		$13M Sell
274,514
-100,321
-27% -$4.38M 6.4% 8
2023
Q1 		$14.9M Buy
+374,835
New +$15.5M 5.97% 8
2020
Q1 		– Sell
-61,148
Closed -$1.78M – 38
2019
Q4 		$1.78M Buy
+61,148
New +$1.78M 0.9% 20
2018
Q2 		– Sell
-401,161
Closed -$19.1M – 76
2018
Q1 		$19.1M Buy
+401,161
New +$21M 1.8% 19

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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

Algebris (UK)'s UNM Position: Q1 2026 in Review

Algebris (UK) increased its Unum (UNM) stake by 35% in Q1 2026, buying an estimated $18.3M and bringing the position to 944,320 shares worth $68.8M. The position accounts for 4.98% of the portfolio, ranked #3.

Algebris (UK) first reported a position in UNM in Q1 2018 and has held it in 12 quarters since. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Algebris (UK) held 944,320 shares of Unum worth $68.8M as of Q1 2026.
  • Algebris (UK) bought 244,514 Unum shares in Q1 2026, an estimated $18.3M.
  • Unum made up 4.98% of Algebris (UK)'s portfolio in Q1 2026, its #3 holding.
  • Algebris (UK) first reported a position in Unum in Q1 2018 and has held it in 12 quarters since.
  • 693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Algebris (UK)'s 13F filing for Q1 2026, filed 13 May 2026.