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
2022
Q4 		– Sell
-35,000
Closed -$1.36M – 1736
2022
Q3 		$1.36M Buy
+35,000
New +$1.28M 0.02% 768
2019
Q3 		– Sell
-175,000
Closed -$5.87M – 903
2019
Q2 		$5.87M Buy
+175,000
New +$6.06M 0.3% 94

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

Caption Management's UNM Position: Q1 2026 in Review

Caption Management opened a new position in Unum (UNM) in Q1 2026: 8,000 shares worth $584K. The stake represents ﹤0.01% of the portfolio and ranks #1171 among its holdings. This is a return to the name: Caption Management previously reported a position in UNM as recently as Q4 2024.

Caption Management first reported a position in UNM in Q3 2018 and has held it in 7 quarters since. The position peaked at $4.19M in Q2 2019. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Caption Management held 8,000 shares of Unum worth $584K as of Q1 2026.
  • Unum was a new Caption Management position in Q1 2026.
  • Unum made up ﹤0.01% of Caption Management's portfolio in Q1 2026, its #1171 holding.
  • Caption Management first reported a position in Unum in Q3 2018 and has held it in 7 quarters since.
  • Caption Management's Unum position peaked at $4.19M in Q2 2019.
  • 693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.