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UNM icon

Caprock Group’s Unum UNM Stock Holding History

Caprock 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 		$1.1M Buy
15,047
+4,644
+45% +$347K 0.03% 519
2025
Q4 		$806K Buy
+10,403
New +$796K 0.02% 666
2025
Q1 		$1.11M Buy
13,659
+1,267
+10% +$97.7K 0.03% 431
2024
Q4 		$905K Buy
12,392
+84
+0.7% +$5.79K 0.03% 447
2024
Q3 		$732K Buy
12,308
+221
+2% +$12K 0.03% 472
2024
Q2 		$618K Buy
12,087
+5,362
+80% +$277K 0.03% 485
2024
Q1 		$361K Sell
6,725
-1,279
-16% -$62.4K 0.02% 504
2023
Q4 		$362K Buy
8,004
+230
+3% +$10.5K 0.02% 482
2023
Q3 		$382K Buy
7,774
+91
+1% +$4.45K 0.03% 433
2023
Q2 		$366K Buy
7,683
+886
+13% +$38.7K 0.03% 451
2023
Q1 		$269K Buy
6,797
+105
+2% +$4.34K 0.02% 520
2022
Q4 		$275K Buy
6,692
+118
+2% +$4.94K 0.03% 424
2022
Q3 		$255K Hold
6,574
– – 0.02% 451
2022
Q2 		$224K Buy
6,574
+14
+0.2% +$474 0.02% 472
2022
Q1 		$207K Buy
+6,560
New +$183K 0.02% 554

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Caprock Group's UNM Position: Q1 2026 in Review

Caprock Group increased its Unum (UNM) stake by 45% in Q1 2026, buying an estimated $347K and bringing the position to 15,047 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #519.

Caprock Group first reported a position in UNM in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.11M in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Caprock Group held 15,047 shares of Unum worth $1.1M as of Q1 2026.
  • Caprock Group bought 4,644 Unum shares in Q1 2026, an estimated $347K.
  • Unum made up 0.03% of Caprock Group's portfolio in Q1 2026, its #519 holding.
  • Caprock Group first reported a position in Unum in Q1 2022 and has held it in 15 quarters since.
  • Caprock Group's Unum position peaked at $1.11M in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.