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Cromwell Holdings’s Unum UNM Stock Holding History

Cromwell Holdings’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
Q2 		$4.11K Buy
46
+14
+44% +$1.16K ﹤0.01% 697
2026
Q1 		$2.34K Buy
32
+8
+33% +$597 ﹤0.01% 686
2025
Q4 		$1.86K Buy
24
+14
+140% +$1.07K ﹤0.01% 700
2025
Q3 		$778 Sell
10
-15
-60% -$1.12K ﹤0.01% 888
2025
Q2 		$2.02K Buy
25
+16
+178% +$1.26K ﹤0.01% 684
2025
Q1 		$733 Buy
+9
New +$694 ﹤0.01% 702

Other funds holding UNM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cromwell Holdings's UNM Position: Q2 2026 in Review

Cromwell Holdings increased its Unum (UNM) stake by 44% in Q2 2026, buying an estimated $1.16K and bringing the position to 46 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Cromwell Holdings first reported a position in UNM in Q1 2025 and has held it in 6 quarters since. 136 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Cromwell Holdings held 46 shares of Unum worth $4.11K as of Q2 2026.
  • Cromwell Holdings bought 14 Unum shares in Q2 2026, an estimated $1.16K.
  • Unum made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #697 holding.
  • Cromwell Holdings first reported a position in Unum in Q1 2025 and has held it in 6 quarters since.
  • 136 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.