Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Horace Mann Educators HMN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HMN Stock Details HMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$916K Sell
21,464
-1,968
-8% -$85.1K ﹤0.01% 1595
2025
Q4 		$1.08M Sell
23,432
-1,738
-7% -$78.7K ﹤0.01% 1451
2025
Q3 		$1.14M Buy
25,170
+573
+2% +$25.2K ﹤0.01% 1337
2025
Q2 		$1.06M Sell
24,597
-174
-0.7% -$7.33K ﹤0.01% 1220
2025
Q1 		$1.06M Sell
24,771
-2,815
-10% -$113K ﹤0.01% 1093
2024
Q4 		$1.08M Sell
27,586
-1,089
-4% -$42.5K ﹤0.01% 1040
2024
Q3 		$1M Sell
28,675
-274
-0.9% -$9.36K ﹤0.01% 1032
2024
Q2 		$944K Sell
28,949
-2,125
-7% -$74.4K ﹤0.01% 927
2024
Q1 		$1.15M Sell
31,074
-2,002
-6% -$71K 0.01% 804
2023
Q4 		$1.08M Sell
33,076
-3,208
-9% -$103K 0.01% 773
2023
Q3 		$1.07M Buy
36,284
+3,071
+9% +$89.2K 0.01% 722
2023
Q2 		$985K Sell
33,213
-1,620
-5% -$51.4K 0.01% 721
2023
Q1 		$1.17M Buy
34,833
+704
+2% +$25.2K 0.01% 624
2022
Q4 		$1.27M Buy
34,129
+1,403
+4% +$52.9K 0.01% 542
2022
Q3 		$1.16M Sell
32,726
-759
-2% -$27.3K 0.01% 528
2022
Q2 		$1.28M Sell
33,485
-1,921
-5% -$74.9K 0.01% 504
2022
Q1 		$1.48M Sell
35,406
-6,044
-15% -$242K 0.01% 468
2021
Q4 		$1.6M Buy
+41,450
New +$1.63M 0.01% 481
2021
Q2 		$1.65M Hold
44,196
– – 0.01% 482
2021
Q1 		$1.65M Hold
44,196
– – 0.01% 482
2020
Q4 		$1.65M Hold
44,196
– – 0.01% 482
2020
Q3 		$1.65M Hold
44,196
– – 0.01% 482
2020
Q2 		$1.65M Hold
44,196
– – 0.01% 482
2020
Q1 		$1.65M Hold
44,196
– – 0.01% 482
2019
Q4 		$1.65M Hold
44,196
– – 0.01% 482
2019
Q3 		$1.65M Hold
44,196
– – 0.01% 482
2019
Q2 		$1.65M Hold
44,196
– – 0.01% 482
2019
Q1 		$1.65M Buy
+44,196
New +$1.71M 0.01% 482

Other funds holding HMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HMN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Horace Mann Educators (HMN) stake by 8.4% in Q1 2026, selling an estimated $85.1K and leaving 21,464 shares worth $916K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Carson Wealth (CWM LLC) first reported a position in HMN in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.65M in Q2 2021. 252 funds tracked by Wall St. Rank hold HMN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 21,464 shares of Horace Mann Educators worth $916K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,968 Horace Mann Educators shares in Q1 2026, an estimated $85.1K.
  • Horace Mann Educators made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1595 holding.
  • Carson Wealth (CWM LLC) first reported a position in Horace Mann Educators in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Horace Mann Educators position peaked at $1.65M in Q2 2021.
  • 252 funds tracked by Wall St. Rank held Horace Mann Educators as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.