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Burney Company’s Unum UNM Stock Holding History

Burney 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
2026
Q2 		$1.6M Sell
17,916
-16,767
-48% -$1.39M 0.04% 273
2026
Q1 		$2.53M Sell
34,683
-37,272
-52% -$2.78M 0.08% 192
2025
Q4 		$5.58M Sell
71,955
-2,590
-3% -$198K 0.17% 125
2025
Q3 		$5.8M Sell
74,545
-8,040
-10% -$602K 0.18% 122
2025
Q2 		$6.67M Sell
82,585
-1,013
-1% -$80K 0.23% 100
2025
Q1 		$6.81M Sell
83,598
-22,087
-21% -$1.7M 0.25% 90
2024
Q4 		$7.72M Sell
105,685
-14,639
-12% -$1.01M 0.27% 85
2024
Q3 		$7.15M Sell
120,324
-2,765
-2% -$150K 0.25% 94
2024
Q2 		$6.29M Sell
123,089
-5,103
-4% -$264K 0.24% 100
2024
Q1 		$6.88M Sell
128,192
-1,565
-1% -$76.3K 0.26% 98
2023
Q4 		$5.87M Sell
129,757
-536
-0.4% -$24.4K 0.25% 104
2023
Q3 		$6.41M Sell
130,293
-169
-0.1% -$8.26K 0.3% 84
2023
Q2 		$6.22M Buy
130,462
+1,032
+0.8% +$45K 0.29% 93
2023
Q1 		$5.12M Buy
129,430
+15,481
+14% +$639K 0.25% 114
2022
Q4 		$4.68M Sell
113,949
-44,765
-28% -$1.88M 0.24% 123
2022
Q3 		$6.16M Buy
158,714
+50,182
+46% +$1.84M 0.34% 86
2022
Q2 		$3.69M Sell
108,532
-5,890
-5% -$199K 0.19% 137
2022
Q1 		$3.6M Sell
114,422
-3,075
-3% -$85.9K 0.17% 159
2021
Q4 		$2.89M Sell
117,497
-38,601
-25% -$988K 0.12% 192
2021
Q3 		$3.91M Buy
156,098
+3,969
+3% +$105K 0.18% 149
2021
Q2 		$4.32M Sell
152,129
-16,171
-10% -$475K 0.2% 142
2021
Q1 		$4.68M Sell
168,300
-3,011
-2% -$78.1K 0.23% 128
2020
Q4 		$3.93M Sell
171,311
-78,618
-31% -$1.63M 0.22% 135
2020
Q3 		$4.21M Buy
249,929
+19,281
+8% +$343K 0.26% 120
2020
Q2 		$3.83M Buy
230,648
+103,059
+81% +$1.63M 0.25% 124
2020
Q1 		$1.92M Buy
+127,589
New +$3.07M 0.15% 169
2019
Q3 		– Sell
-7,027
Closed -$236K – 446
2019
Q2 		$236K Sell
7,027
-112
-2% -$3.88K 0.01% 417
2019
Q1 		$242K Sell
7,139
-34
-0.5% -$1.18K 0.02% 411
2018
Q4 		$211K Sell
7,173
-2,475
-26% -$86.6K 0.01% 411
2018
Q3 		$377K Sell
9,648
-11,213
-54% -$418K 0.02% 354
2018
Q2 		$772K Sell
20,861
-214,298
-91% -$8.94M 0.05% 276
2018
Q1 		$11.2M Buy
235,159
+117,149
+99% +$6.12M 0.69% 42
2017
Q4 		$6.48M Buy
118,010
+3,481
+3% +$187K 0.37% 87
2017
Q3 		$5.85M Sell
114,529
-2,412
-2% -$118K 0.38% 90
2017
Q2 		$5.45M Buy
116,941
+3,472
+3% +$160K 0.36% 93
2017
Q1 		$5.32M Buy
113,469
+669
+0.6% +$31.3K 0.35% 93
2016
Q4 		$4.96M Buy
112,800
+3,845
+4% +$154K 0.34% 96
2016
Q3 		$3.84M Buy
108,955
+6,051
+6% +$205K 0.27% 109
2016
Q2 		$3.27M Buy
102,904
+5,247
+5% +$177K 0.23% 115
2016
Q1 		$3.02M Buy
97,657
+2,745
+3% +$80.5K 0.22% 119
2015
Q4 		$3.17M Sell
94,912
-6,835
-7% -$236K 0.23% 113
2015
Q3 		$3.26M Sell
101,747
-5,561
-5% -$192K 0.25% 111
2015
Q2 		$3.84M Sell
107,308
-30,487
-22% -$1.07M 0.26% 104
2015
Q1 		$4.65M Sell
137,795
-54,073
-28% -$1.79M 0.32% 96
2014
Q4 		$6.69M Buy
191,868
+9,405
+5% +$318K 0.53% 63
2014
Q3 		$6.27M Buy
182,463
+18,393
+11% +$647K 0.54% 63
2014
Q2 		$5.7M Buy
164,070
+15,892
+11% +$543K 0.49% 68
2014
Q1 		$5.23M Buy
148,178
+31,682
+27% +$1.08M 0.48% 69
2013
Q4 		$4.09M Buy
116,496
+27,709
+31% +$907K 0.4% 83
2013
Q3 		$2.7M Buy
88,787
+18,565
+26% +$570K 0.3% 92
2013
Q2 		$2.06M Buy
+70,222
New +$1.96M 0.26% 115

Other funds holding UNM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Burney Company's UNM Position: Q2 2026 in Review

Burney Company reduced its Unum (UNM) stake by 48% in Q2 2026, selling an estimated $1.39M and leaving 17,916 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #273.

Burney Company first reported a position in UNM in Q2 2013 and has held it in 51 quarters since. The position peaked at $11.2M in Q1 2018. 93 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Burney Company held 17,916 shares of Unum worth $1.6M as of Q2 2026.
  • Burney Company sold 16,767 Unum shares in Q2 2026, an estimated $1.39M.
  • Unum made up 0.04% of Burney Company's portfolio in Q2 2026, its #273 holding.
  • Burney Company first reported a position in Unum in Q2 2013 and has held it in 51 quarters since.
  • Burney Company's Unum position peaked at $11.2M in Q1 2018.
  • 93 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.