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
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

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Beaton Management Company's UNM Position: Q3 2025 in Review

Beaton Management Company sold out of Unum (UNM) in Q3 2025, closing a stake of 2,500 shares — an estimated $202K sold.

Beaton Management Company first reported a position in UNM in Q1 2025 and held it in 2 quarters. The position peaked at $204K in Q1 2025. 672 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

Beaton Management Company reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
Beaton Management Company sold 2,500 Unum shares in Q3 2025, an estimated $202K.
Beaton Management Company first reported a position in Unum in Q1 2025 and held it in 2 quarters.
Beaton Management Company's Unum position peaked at $204K in Q1 2025.
672 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Beaton Management Company's 13F filing for Q3 2025, filed 12 Nov 2025.