CM
UNM icon

Caption Management’s Unum UNM Stock Holding History

Caption 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
2026
Q2 		$13.2M Buy
147,614
+139,614
+1,745% +$11.6M 0.06% 325
2026
Q1 		$584K Buy
+8,000
New +$597K ﹤0.01% 1171
2025
Q1 		– Sell
-23,200
Closed -$1.69M – 2061
2024
Q4 		$1.69M Buy
23,200
+22,100
+2,009% +$1.52M 0.02% 753
2024
Q3 		$65.4K Buy
+1,100
New +$59.7K ﹤0.01% 1154
2020
Q3 		– Sell
-32,000
Closed -$532K – 1275
2020
Q2 		$532K Buy
32,000
+17,000
+113% +$268K 0.02% 655
2020
Q1 		$226K Buy
+15,000
New +$361K 0.01% 685
2019
Q3 		– Sell
-125,000
Closed -$4.19M – 904
2019
Q2 		$4.19M Buy
+125,000
New +$4.33M 0.21% 145
2018
Q4 		– Sell
-51,618
Closed -$2.02M – 631
2018
Q3 		$2.02M Buy
+51,618
New +$1.93M 0.11% 227

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Caption Management's UNM Position: Q2 2026 in Review

Caption Management increased its Unum (UNM) stake by 1,745% in Q2 2026, buying an estimated $11.6M and bringing the position to 147,614 shares worth $13.2M. The position accounts for 0.06% of the portfolio, ranked #325.

Caption Management first reported a position in UNM in Q3 2018 and has held it in 8 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Caption Management held 147,614 shares of Unum worth $13.2M as of Q2 2026.
  • Caption Management bought 139,614 Unum shares in Q2 2026, an estimated $11.6M.
  • Unum made up 0.06% of Caption Management's portfolio in Q2 2026, its #325 holding.
  • Caption Management first reported a position in Unum in Q3 2018 and has held it in 8 quarters since.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.