Bessemer Group
UNM icon

Bessemer Group’s Unum UNM Stock Holding History

Bessemer Group’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 		$941K Sell
12,873
-69
-0.5% -$5.15K ﹤0.01% 960
2025
Q4 		$1M Sell
12,942
-3,167
-20% -$242K ﹤0.01% 961
2025
Q3 		$1.25M Buy
16,109
+735
+5% +$55.1K ﹤0.01% 594
2025
Q2 		$1.24M Buy
15,374
+8,630
+128% +$682K ﹤0.01% 580
2025
Q1 		$549K Buy
6,744
+208
+3% +$16K ﹤0.01% 850
2024
Q4 		$478K Buy
6,536
+143
+2% +$9.86K ﹤0.01% 894
2024
Q3 		$380K Buy
6,393
+133
+2% +$7.22K ﹤0.01% 965
2024
Q2 		$320K Sell
6,260
-252
-4% -$13K ﹤0.01% 904
2024
Q1 		$350K Sell
6,512
-25
-0.4% -$1.22K ﹤0.01% 894
2023
Q4 		$296K Sell
6,537
-5,098
-44% -$232K ﹤0.01% 953
2023
Q3 		$571K Buy
11,635
+90
+0.8% +$4.4K ﹤0.01% 763
2023
Q2 		$551K Buy
11,545
+1,250
+12% +$54.5K ﹤0.01% 777
2023
Q1 		$408K Sell
10,295
-765
-7% -$31.6K ﹤0.01% 771
2022
Q4 		$454K Sell
11,060
-1,203
-10% -$50.4K ﹤0.01% 746
2022
Q3 		$475K Sell
12,263
-553
-4% -$20.2K ﹤0.01% 742
2022
Q2 		$436K Buy
12,816
+131
+1% +$4.43K ﹤0.01% 736
2022
Q1 		$399K Buy
12,685
+4,825
+61% +$135K ﹤0.01% 681
2021
Q4 		$193K Buy
7,860
+2,688
+52% +$68.8K ﹤0.01% 854
2021
Q3 		$130K Sell
5,172
-1,499
-22% -$39.7K ﹤0.01% 879
2021
Q2 		$190K Buy
6,671
+1,511
+29% +$44.4K ﹤0.01% 801
2021
Q1 		$144K Buy
5,160
+151
+3% +$3.92K ﹤0.01% 812
2020
Q4 		$115K Buy
5,009
+298
+6% +$6.16K ﹤0.01% 842
2020
Q3 		$80K Buy
4,711
+1,715
+57% +$30.5K ﹤0.01% 881
2020
Q2 		$50K Sell
2,996
-11,183
-79% -$176K ﹤0.01% 1343
2020
Q1 		$213K Buy
14,179
+2,348
+20% +$56.5K ﹤0.01% 978
2019
Q4 		$345K Sell
11,831
-72,820
-86% -$2.12M ﹤0.01% 981
2019
Q3 		$2.52M Buy
84,651
+49,099
+138% +$1.46M 0.01% 454
2019
Q2 		$1.19M Buy
35,552
+24,825
+231% +$860K ﹤0.01% 672
2019
Q1 		$363K Sell
10,727
-5,424
-34% -$189K ﹤0.01% 870
2018
Q4 		$474K Buy
16,151
+10,842
+204% +$379K ﹤0.01% 767
2018
Q3 		$207K Sell
5,309
-100,372
-95% -$3.74M ﹤0.01% 975
2018
Q2 		$3.91M Buy
105,681
+2,960
+3% +$123K 0.02% 303
2018
Q1 		$4.89M Sell
102,721
-10,763
-9% -$562K 0.02% 298
2017
Q4 		$6.23M Sell
113,484
-49
-0% -$2.63K 0.02% 261
2017
Q3 		$5.8M Sell
113,533
-77,682
-41% -$3.79M 0.02% 269
2017
Q2 		$8.92M Sell
191,215
-20,461
-10% -$941K 0.04% 223
2017
Q1 		$9.93M Buy
211,676
+123,370
+140% +$5.78M 0.04% 234
2016
Q4 		$3.88M Buy
+88,306
New +$3.53M 0.02% 363
2015
Q4 		– Sell
-120
Closed -$4K – 1726
2015
Q3 		$4K Sell
120
-595
-83% -$20.5K ﹤0.01% 1388
2015
Q2 		$26K Buy
715
+668
+1,421% +$23.4K ﹤0.01% 1090
2015
Q1 		$2K Hold
47
– – ﹤0.01% 1442
2014
Q4 		$2K Hold
47
– – ﹤0.01% 1440
2014
Q3 		$2K Hold
47
– – ﹤0.01% 1208
2014
Q2 		$2K Hold
47
– – ﹤0.01% 1301
2014
Q1 		$2K Hold
47
– – ﹤0.01% 1264
2013
Q4 		$2K Hold
47
– – ﹤0.01% 1287
2013
Q3 		$1K Buy
+47
New +$1.44K ﹤0.01% 1224

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

Bessemer Group's UNM Position: Q1 2026 in Review

Bessemer Group reduced its Unum (UNM) stake by 0.53% in Q1 2026, selling an estimated $5.15K and leaving 12,873 shares worth $941K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Bessemer Group first reported a position in UNM in Q3 2013 and has held it in 47 quarters since. The position peaked at $9.93M in Q1 2017. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Bessemer Group held 12,873 shares of Unum worth $941K as of Q1 2026.
  • Bessemer Group sold 69 Unum shares in Q1 2026, an estimated $5.15K.
  • Unum made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #960 holding.
  • Bessemer Group first reported a position in Unum in Q3 2013 and has held it in 47 quarters since.
  • Bessemer Group's Unum position peaked at $9.93M in Q1 2017.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.