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Brooklyn Investment Group’s Unum UNM Stock Holding History

Brooklyn Investment 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 		$4.63M Buy
63,464
+54,162
+582% +$4.04M 0.14% 100
2025
Q4 		$731K Buy
9,302
+2,876
+45% +$220K 0.03% 464
2025
Q3 		$517K Sell
6,426
-49
-0.8% -$3.67K 0.07% 270
2025
Q2 		$523K Buy
6,475
+583
+10% +$46K 0.07% 276
2025
Q1 		$480K Sell
5,892
-167
-3% -$12.9K 0.1% 186
2024
Q4 		$442K Sell
6,059
-533
-8% -$36.7K 0.13% 136
2024
Q3 		$392K Buy
6,592
+197
+3% +$10.7K 0.13% 141
2024
Q2 		$344K Hold
6,395
– – 0.15% 145
2024
Q1 		$344K Sell
6,395
-258
-4% -$12.6K 0.15% 145
2023
Q4 		$301K Buy
+6,653
New +$303K 0.14% 159

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Brooklyn Investment Group's UNM Position: Q1 2026 in Review

Brooklyn Investment Group increased its Unum (UNM) stake by 582% in Q1 2026, buying an estimated $4.04M and bringing the position to 63,464 shares worth $4.63M. The position accounts for 0.14% of the portfolio, ranked #100.

Brooklyn Investment Group first reported a position in UNM in Q4 2023 and has held it in 10 quarters since. 698 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Brooklyn Investment Group held 63,464 shares of Unum worth $4.63M as of Q1 2026.
  • Brooklyn Investment Group bought 54,162 Unum shares in Q1 2026, an estimated $4.04M.
  • Unum made up 0.14% of Brooklyn Investment Group's portfolio in Q1 2026, its #100 holding.
  • Brooklyn Investment Group first reported a position in Unum in Q4 2023 and has held it in 10 quarters since.
  • 698 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.