BFG
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Bleakley Financial Group’s Unum UNM Stock Holding History

Bleakley Financial 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
2025
Q1 		– Sell
-7,044
Closed -$514K – 974
2024
Q4 		$514K Buy
7,044
+235
+3% +$16.2K 0.02% 613
2024
Q3 		$405K Buy
6,809
+502
+8% +$27.3K 0.01% 662
2024
Q2 		$322K Buy
6,307
+662
+12% +$34.3K 0.01% 732
2024
Q1 		$303K Buy
5,645
+283
+5% +$13.8K 0.01% 756
2023
Q4 		$242K Sell
5,362
-594
-10% -$27.1K 0.01% 796
2023
Q3 		$293K Sell
5,956
-1,148
-16% -$56.1K 0.01% 690
2023
Q2 		$339K Buy
7,104
+715
+11% +$31.2K 0.01% 685
2023
Q1 		$253K Buy
6,389
+393
+7% +$16.2K 0.01% 756
2022
Q4 		$246K Buy
+5,996
New +$251K 0.01% 751

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Bleakley Financial Group's UNM Position: Q1 2025 in Review

Bleakley Financial Group sold out of Unum (UNM) in Q1 2025, closing a stake of 7,044 shares — an estimated $514K sold.

Bleakley Financial Group first reported a position in UNM in Q4 2022 and held it in 9 quarters. The position peaked at $514K in Q4 2024. 725 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

  • Bleakley Financial Group reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 7,044 Unum shares in Q1 2025, an estimated $514K.
  • Bleakley Financial Group first reported a position in Unum in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's Unum position peaked at $514K in Q4 2024.
  • 725 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.