Algebris (UK)
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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
Q3 		$62.4M Buy
711,557
+314,202
+79% +$28.5M 3.42% 8
2026
Q2 		$35.4M Sell
397,355
-546,965
-58% -$45.3M 2.33% 19
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
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
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Algebris (UK)'s UNM Position: Q3 2026 in Review

Algebris (UK) increased its Unum (UNM) stake by 79% in Q3 2026, buying an estimated $28.5M and bringing the position to 711,557 shares worth $62.4M. The position accounts for 3.42% of the portfolio, ranked #8.

Algebris (UK) first reported a position in UNM in Q1 2018 and has held it in 14 quarters since. The position peaked at $68.8M in Q1 2026. 365 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Algebris (UK) held 711,557 shares of Unum worth $62.4M as of Q3 2026.
  • Algebris (UK) bought 314,202 Unum shares in Q3 2026, an estimated $28.5M.
  • Unum made up 3.42% of Algebris (UK)'s portfolio in Q3 2026, its #8 holding.
  • Algebris (UK) first reported a position in Unum in Q1 2018 and has held it in 14 quarters since.
  • Algebris (UK)'s Unum position peaked at $68.8M in Q1 2026.
  • 365 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Algebris (UK)'s 13F filing for Q3 2026, filed 6 Nov 2026.