Convergence Investment Partners’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.64M | Buy |
+18,308
| New | +$1.52M | 0.16% | 180 |
|
|
2025
Q4 | – | Sell |
-14,461
| Closed | -$1.12M | – | 299 |
|
|
2025
Q3 | $1.12M | Sell |
14,461
-23
| -0.2% | -$1.72K | 0.25% | 147 |
|
|
2025
Q2 | $1.17M | Sell |
14,484
-8,773
| -38% | -$693K | 0.3% | 126 |
|
|
2025
Q1 | $1.89M | Buy |
23,257
+5,520
| +31% | +$426K | 0.52% | 53 |
|
|
2024
Q4 | $1.3M | Buy |
17,737
+1,661
| +10% | +$115K | 0.29% | 125 |
|
|
2024
Q3 | $956K | Sell |
16,076
-440
| -3% | -$23.9K | 0.26% | 132 |
|
|
2024
Q2 | $844K | Sell |
16,516
-5,613
| -25% | -$290K | 0.25% | 131 |
|
|
2024
Q1 | $1.19M | Sell |
22,129
-708
| -3% | -$34.5K | 0.45% | 74 |
|
|
2023
Q4 | $1.03M | Sell |
22,837
-3,817
| -14% | -$174K | 0.54% | 69 |
|
|
2023
Q3 | $1.31M | Sell |
26,654
-841
| -3% | -$41.1K | 0.78% | 47 |
|
|
2023
Q2 | $1.31M | Sell |
27,495
-950
| -3% | -$41.4K | 0.75% | 50 |
|
|
2023
Q1 | $1.13M | Sell |
28,445
-7,065
| -20% | -$292K | 0.66% | 54 |
|
|
2022
Q4 | $1.46M | Buy |
35,510
+1,280
| +4% | +$53.6K | 0.86% | 36 |
|
|
2022
Q3 | $1.33M | Sell |
34,230
-227
| -0.7% | -$8.3K | 0.87% | 38 |
|
|
2022
Q2 | $1.17M | Buy |
+34,457
| New | +$1.17M | 0.71% | 51 |
|
|
2021
Q4 | – | Sell |
-34,637
| Closed | -$868K | – | 258 |
|
|
2021
Q3 | $868K | Sell |
34,637
-14,546
| -30% | -$385K | 0.47% | 80 |
|
|
2021
Q2 | $1.4M | Buy |
49,183
+5,282
| +12% | +$155K | 0.6% | 68 |
|
|
2021
Q1 | $1.22M | Buy |
+43,901
| New | +$1.14M | 0.56% | 67 |
|
|
2018
Q4 | – | Sell |
-28,746
| Closed | -$1.12M | – | 369 |
|
|
2018
Q3 | $1.12M | Buy |
+28,746
| New | +$1.07M | 0.23% | 152 |
|
|
2018
Q2 | – | Sell |
-361
| Closed | -$17K | – | 879 |
|
|
2018
Q1 | $17K | Sell |
361
-37,404
| -99% | -$1.95M | ﹤0.01% | 626 |
|
|
2017
Q4 | $2.07M | Buy |
+37,765
| New | +$2.03M | 0.28% | 123 |
|
|
2016
Q4 | – | Sell |
-43,378
| Closed | -$1.53M | – | 378 |
|
|
2016
Q3 | $1.53M | Sell |
43,378
-17,875
| -29% | -$605K | 0.23% | 170 |
|
|
2016
Q2 | $1.95M | Sell |
61,253
-23,667
| -28% | -$800K | 0.27% | 135 |
|
|
2016
Q1 | $2.63M | Buy |
+84,920
| New | +$2.49M | 0.31% | 115 |
|
|
2013
Q4 | – | Sell |
-79,058
| Closed | -$2.41M | – | 409 |
|
|
2013
Q3 | $2.41M | Buy |
+79,058
| New | +$2.43M | 0.51% | 54 |
|
Other funds holding UNM
Convergence Investment Partners's UNM Position: Q2 2026 in Review
Convergence Investment Partners opened a new position in Unum (UNM) in Q2 2026: 18,308 shares worth $1.64M. The stake represents 0.16% of the portfolio and ranks #180 among its holdings. This is a return to the name: Convergence Investment Partners previously reported a position in UNM as recently as Q3 2025.
Convergence Investment Partners first reported a position in UNM in Q3 2013 and has held it in 25 quarters since. The position peaked at $2.63M in Q1 2016. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.
- Convergence Investment Partners held 18,308 shares of Unum worth $1.64M as of Q2 2026.
- Unum was a new Convergence Investment Partners position in Q2 2026.
- Unum made up 0.16% of Convergence Investment Partners's portfolio in Q2 2026, its #180 holding.
- Convergence Investment Partners first reported a position in Unum in Q3 2013 and has held it in 25 quarters since.
- Convergence Investment Partners's Unum position peaked at $2.63M in Q1 2016.
- 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.
Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.