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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Algebris (UK)'s UNM Position: Q2 2026 in Review

Algebris (UK) reduced its Unum (UNM) stake by 58% in Q2 2026, selling an estimated $45.3M and leaving 397,355 shares worth $35.4M. The position accounts for 2.33% of the portfolio, ranked #19.

Algebris (UK) first reported a position in UNM in Q1 2018 and has held it in 13 quarters since. The position peaked at $68.8M in Q1 2026. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Algebris (UK) held 397,355 shares of Unum worth $35.4M as of Q2 2026.
  • Algebris (UK) sold 546,965 Unum shares in Q2 2026, an estimated $45.3M.
  • Unum made up 2.33% of Algebris (UK)'s portfolio in Q2 2026, its #19 holding.
  • Algebris (UK) first reported a position in Unum in Q1 2018 and has held it in 13 quarters since.
  • Algebris (UK)'s Unum position peaked at $68.8M in Q1 2026.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Algebris (UK)'s 13F filing for Q2 2026, filed 11 Aug 2026.