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	$7.85M	Buy	+87,800	New	+$7.28M	0.04%	453
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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.