AG
UNM icon

Algert Global’s Unum UNM Stock Holding History

Algert Global’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 		$16.3M Buy
223,781
+102,530
+85% +$7.65M 0.25% 94
2025
Q4 		$9.4M Buy
121,251
+85,730
+241% +$6.56M 0.15% 218
2025
Q3 		$2.76M Buy
35,521
+17,090
+93% +$1.28M 0.05% 589
2025
Q2 		$1.49M Sell
18,431
-51,100
-73% -$4.04M 0.03% 717
2025
Q1 		$5.66M Sell
69,531
-178,794
-72% -$13.8M 0.14% 231
2024
Q4 		$18.1M Buy
248,325
+12,061
+5% +$832K 0.43% 11
2024
Q3 		$14M Buy
236,264
+96,916
+70% +$5.26M 0.38% 28
2024
Q2 		$7.12M Buy
139,348
+17,654
+15% +$913K 0.24% 103
2024
Q1 		$6.53M Hold
121,694
– – 0.26% 97
2023
Q4 		$5.5M Hold
121,694
– – 0.22% 117
2023
Q3 		$5.99M Sell
121,694
-18,394
-13% -$899K 0.28% 85
2023
Q2 		$6.68M Sell
140,088
-12,896
-8% -$563K 0.29% 67
2023
Q1 		$6.05M Buy
152,984
+7,884
+5% +$326K 0.29% 59
2022
Q4 		$5.95M Buy
145,100
+435
+0.3% +$18.2K 0.33% 42
2022
Q3 		$5.61M Buy
144,665
+34,942
+32% +$1.28M 0.34% 30
2022
Q2 		$3.73M Sell
109,723
-2,140
-2% -$72.4K 0.28% 47
2022
Q1 		$3.52M Buy
111,863
+45,768
+69% +$1.28M 0.23% 86
2021
Q4 		$1.62M Buy
66,095
+37,850
+134% +$969K 0.2% 128
2021
Q3 		$708K Buy
+28,245
New +$748K 0.09% 390
2021
Q1 		– Sell
-112,881
Closed -$2.59M – 536
2020
Q4 		$2.59M Sell
112,881
-72,894
-39% -$1.51M 0.74% 19
2020
Q3 		$3.13M Buy
+185,775
New +$3.3M 0.99% 6

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

Algert Global's UNM Position: Q1 2026 in Review

Algert Global increased its Unum (UNM) stake by 85% in Q1 2026, buying an estimated $7.65M and bringing the position to 223,781 shares worth $16.3M. The position accounts for 0.25% of the portfolio, ranked #94.

Algert Global first reported a position in UNM in Q3 2020 and has held it in 21 quarters since. The position peaked at $18.1M in Q4 2024. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Algert Global held 223,781 shares of Unum worth $16.3M as of Q1 2026.
  • Algert Global bought 102,530 Unum shares in Q1 2026, an estimated $7.65M.
  • Unum made up 0.25% of Algert Global's portfolio in Q1 2026, its #94 holding.
  • Algert Global first reported a position in Unum in Q3 2020 and has held it in 21 quarters since.
  • Algert Global's Unum position peaked at $18.1M in Q4 2024.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.