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
2025
Q1 		– Sell
-50,000
Closed -$3.65M – 2062
2024
Q4 		$3.65M Buy
+50,000
New +$3.45M 0.03% 479
2021
Q1 		– Sell
-90,000
Closed -$2.06M – 1411
2020
Q4 		$2.06M Buy
+90,000
New +$1.86M 0.05% 427
2020
Q3 		– Sell
-92,200
Closed -$1.53M – 1276
2020
Q2 		$1.53M Hold
92,200
– – 0.05% 433
2020
Q1 		$1.38M Buy
+92,200
New +$2.22M 0.08% 334
2019
Q3 		– Sell
-175,000
Closed -$5.87M – 905
2019
Q2 		$5.87M Buy
+175,000
New +$6.06M 0.3% 95
2018
Q4 		– Sell
-75,000
Closed -$2.93M – 632
2018
Q3 		$2.93M Buy
+75,000
New +$2.8M 0.16% 173

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.