BMCM
UNM icon

Burns Matteson Capital Management’s Unum UNM Stock Holding History

Burns Matteson Capital 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
-5,862
Closed -$473K – 239
2025
Q2 		$473K Sell
5,862
-303
-5% -$23.9K 0.23% 79
2025
Q1 		$502K Buy
+6,165
New +$475K 0.27% 66
2024
Q1 		– Sell
-16,587
Closed -$750K – 177
2023
Q4 		$750K Sell
16,587
-235
-1% -$10.7K 0.53% 50
2023
Q3 		$827K Buy
+16,822
New +$822K 0.53% 35

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Burns Matteson Capital Management's UNM Position: Q3 2025 in Review

Burns Matteson Capital Management sold out of Unum (UNM) in Q3 2025, closing a stake of 5,862 shares — an estimated $473K sold.

Burns Matteson Capital Management first reported a position in UNM in Q3 2023 and held it in 4 quarters. The position peaked at $827K in Q3 2023. 674 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • Burns Matteson Capital Management reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
  • Burns Matteson Capital Management sold 5,862 Unum shares in Q3 2025, an estimated $473K.
  • Burns Matteson Capital Management first reported a position in Unum in Q3 2023 and held it in 4 quarters.
  • Burns Matteson Capital Management's Unum position peaked at $827K in Q3 2023.
  • 674 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Burns Matteson Capital Management's 13F filing for Q3 2025, filed 16 Oct 2025.