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Brant Point Investment Management’s Unum UNM Stock Holding History

Brant Point Investment Management’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
-89,453
Closed -$7.22M – 144
2025
Q2 		$7.22M Sell
89,453
-19,198
-18% -$1.52M 0.76% 21
2025
Q1 		$8.85M Buy
108,651
+53,651
+98% +$4.14M 1.06% 14
2024
Q4 		$4.02M Buy
+55,000
New +$3.79M 0.5% 62
2014
Q4 		– Sell
-180,000
Closed -$6.19M – 154
2014
Q3 		$6.19M Buy
+180,000
New +$6.33M 0.58% 49

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Brant Point Investment Management's UNM Position: Q3 2025 in Review

Brant Point Investment Management sold out of Unum (UNM) in Q3 2025, closing a stake of 89,453 shares — an estimated $7.22M sold.

Brant Point Investment Management first reported a position in UNM in Q3 2014 and held it in 4 quarters. The position peaked at $8.85M in Q1 2025. 672 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • Brant Point Investment Management reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
  • Brant Point Investment Management sold 89,453 Unum shares in Q3 2025, an estimated $7.22M.
  • Brant Point Investment Management first reported a position in Unum in Q3 2014 and held it in 4 quarters.
  • Brant Point Investment Management's Unum position peaked at $8.85M in Q1 2025.
  • 672 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Brant Point Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.