Claro Advisors
UNM icon

Claro Advisors’s Unum UNM Stock Holding History

Claro Advisors’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
Q3 		– Sell
-2,760
Closed -$247K – 583
2026
Q2 		$247K Sell
2,760
-236
-8% -$19.6K 0.03% 459
2026
Q1 		$219K Buy
+2,996
New +$224K 0.03% 463
2019
Q1 		– Sell
-3,677
Closed -$144K – 889
2018
Q4 		$144K Buy
+3,677
New +$129K 0.12% 172

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LSV Asset Management
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Claro Advisors's UNM Position: Q3 2026 in Review

Claro Advisors sold out of Unum (UNM) in Q3 2026, closing a stake of 2,760 shares — an estimated $247K sold.

Claro Advisors first reported a position in UNM in Q4 2018 and held it in 3 quarters. The position peaked at $247K in Q2 2026. 369 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Claro Advisors reported no remaining Unum position as of Q3 2026 after selling out during the quarter.
  • Claro Advisors sold 2,760 Unum shares in Q3 2026, an estimated $247K.
  • Claro Advisors first reported a position in Unum in Q4 2018 and held it in 3 quarters.
  • Claro Advisors's Unum position peaked at $247K in Q2 2026.
  • 369 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.