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Beaton Management Company’s Unum UNM Stock Holding History

Beaton Management Company’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 		$224K Buy
+2,500
New +$207K 0.09% 148
2025
Q3 		– Sell
-2,500
Closed -$202K – 145
2025
Q2 		$202K Hold
2,500
– – 0.1% 135
2025
Q1 		$204K Buy
+2,500
New +$193K 0.11% 137

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Fidelity Investments
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State Street
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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

Beaton Management Company's UNM Position: Q2 2026 in Review

Beaton Management Company opened a new position in Unum (UNM) in Q2 2026: 2,500 shares worth $224K. The stake represents 0.09% of the portfolio and ranks #148 among its holdings. This is a return to the name: Beaton Management Company previously reported a position in UNM as recently as Q2 2025.

Beaton Management Company first reported a position in UNM in Q1 2025 and has held it in 3 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Beaton Management Company held 2,500 shares of Unum worth $224K as of Q2 2026.
  • Unum was a new Beaton Management Company position in Q2 2026.
  • Unum made up 0.09% of Beaton Management Company's portfolio in Q2 2026, its #148 holding.
  • Beaton Management Company first reported a position in Unum in Q1 2025 and has held it in 3 quarters since.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Beaton Management Company's 13F filing for Q2 2026, filed 7 Aug 2026.