Clarius Group LLC’s Unum UNM Stock Holding History

Clarius Group LLC’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 Q4	$246K	Hold	3,176	–	–	0.01%	333
2025 Q3	$247K	Sell	3,176 -865	-21%	-$64.8K	0.01%	345
2025 Q2	$326K	Hold	4,041	–	–	0.02%	337
2025 Q1	$329K	Sell	4,041 -3,705	-48%	-$286K	0.02%	330
2024 Q4	$566K	Hold	7,746	–	–	0.04%	195
2024 Q3	$460K	Hold	7,746	–	–	0.03%	230
2024 Q2	$396K	Sell	7,746 -595	-7%	-$30.8K	0.03%	256
2024 Q1	$448K	Sell	8,341 -754	-8%	-$36.8K	0.03%	242
2023 Q4	$411K	Sell	9,095 -343	-4%	-$15.6K	0.03%	275
2023 Q3	$464K	Sell	9,438 -1,190	-11%	-$58.2K	0.04%	232
2023 Q2	$507K	Hold	10,628	–	–	0.04%	256
2023 Q1	$420K	Sell	10,628 -2,089	-16%	-$86.3K	0.04%	291
2022 Q4	$522K	Sell	12,717 -18	-0.1%	-$754	0.05%	242
2022 Q3	$494K	Sell	12,735 -1,100	-8%	-$40.2K	0.05%	216
2022 Q2	$471K	Sell	13,835 -78	-0.6%	-$2.64K	0.05%	230
2022 Q1	$342K	Hold	13,913	–	–	0.03%	331
2021 Q4	$342K	Sell	13,913 -15,065	-52%	-$386K	0.03%	331
2021 Q3	$726K	Buy	+28,978	New	+$767K	0.07%	158

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clarius Group LLC's UNM Position: Q4 2025 in Review

Clarius Group LLC held its Unum (UNM) position steady in Q4 2025 at 3,176 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #333.

Clarius Group LLC first reported a position in UNM in Q3 2021 and has held it in 18 quarters since. The position peaked at $726K in Q3 2021. 697 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

Clarius Group LLC held 3,176 shares of Unum worth $246K as of Q4 2025.
Clarius Group LLC left its Unum share count unchanged in Q4 2025.
Unum made up 0.01% of Clarius Group LLC's portfolio in Q4 2025, its #333 holding.
Clarius Group LLC first reported a position in Unum in Q3 2021 and has held it in 18 quarters since.
Clarius Group LLC's Unum position peaked at $726K in Q3 2021.
697 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.