CGH
UNM icon

Crossmark Global Holdings’s Unum UNM Stock Holding History

Crossmark Global 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 		$989K Buy
11,066
+40
+0.4% +$3.31K 0.01% 630
2026
Q1 		$805K Sell
11,026
-195
-2% -$14.6K 0.01% 682
2025
Q4 		$870K Sell
11,221
-19,551
-64% -$1.5M 0.01% 649
2025
Q3 		$2.39M Sell
30,772
-2,342
-7% -$176K 0.04% 395
2025
Q2 		$2.67M Sell
33,114
-109
-0.3% -$8.61K 0.04% 356
2025
Q1 		$2.71M Buy
33,223
+2,208
+7% +$170K 0.05% 341
2024
Q4 		$2.27M Sell
31,015
-691
-2% -$47.6K 0.04% 371
2024
Q3 		$1.89M Buy
31,706
+1,600
+5% +$86.9K 0.03% 433
2024
Q2 		$1.54M Sell
30,106
-1,346
-4% -$69.6K 0.03% 467
2024
Q1 		$1.69M Sell
31,452
-2,209
-7% -$108K 0.03% 469
2023
Q4 		$1.52M Buy
33,661
+4,556
+16% +$208K 0.03% 478
2023
Q3 		$1.46M Buy
29,105
+9,652
+50% +$472K 0.03% 472
2023
Q2 		$950K Sell
19,453
-609
-3% -$26.6K 0.02% 605
2023
Q1 		$794K Buy
20,062
+124
+0.6% +$5.12K 0.02% 647
2022
Q4 		$818K Buy
19,938
+3,300
+20% +$138K 0.02% 615
2022
Q3 		$645K Sell
16,638
-850
-5% -$31.1K 0.02% 672
2022
Q2 		$594K Sell
17,488
-480
-3% -$16.2K 0.02% 742
2022
Q1 		$566K Buy
17,968
+1,000
+6% +$27.9K 0.01% 851
2021
Q4 		$417K Sell
16,968
-18,590
-52% -$476K 0.01% 983
2021
Q3 		$891K Sell
35,558
-15,883
-31% -$420K 0.02% 648
2021
Q2 		$1.46M Sell
51,441
-10
-0% -$294 0.03% 483
2021
Q1 		$1.43M Sell
51,451
-2,110
-4% -$54.8K 0.04% 475
2020
Q4 		$1.23M Sell
53,561
-36,714
-41% -$759K 0.03% 512
2020
Q3 		$1.52M Buy
90,275
+944
+1% +$16.8K 0.04% 415
2020
Q2 		$1.48M Buy
89,331
+9,483
+12% +$150K 0.04% 413
2020
Q1 		$1.2M Buy
79,848
+6,370
+9% +$153K 0.04% 411
2019
Q4 		$2.14M Buy
73,478
+12,975
+21% +$377K 0.06% 348
2019
Q3 		$1.8M Sell
60,503
-890
-1% -$26.4K 0.05% 386
2019
Q2 		$2.06M Buy
61,393
+4,740
+8% +$164K 0.06% 378
2019
Q1 		$1.92M Buy
56,653
+290
+0.5% +$10.1K 0.05% 390
2018
Q4 		$1.66M Buy
56,363
+25,951
+85% +$908K 0.05% 402
2018
Q3 		$1.19M Buy
30,412
+714
+2% +$26.6K 0.03% 542
2018
Q2 		$1.1M Sell
29,698
-790
-3% -$33K 0.03% 560
2018
Q1 		$1.45M Sell
30,488
-835
-3% -$43.6K 0.04% 505
2017
Q4 		$1.72M Sell
31,323
-6,062
-16% -$325K 0.04% 477
2017
Q3 		$1.91M Buy
+37,385
New +$1.82M 0.05% 426
2016
Q3 		$1.91M Buy
+37,385
New +$1.26M 0.05% 426

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Crossmark Global Holdings's UNM Position: Q2 2026 in Review

Crossmark Global Holdings increased its Unum (UNM) stake by 0.36% in Q2 2026, buying an estimated $3.31K and bringing the position to 11,066 shares worth $989K. The position accounts for 0.01% of the portfolio, ranked #630.

Crossmark Global Holdings first reported a position in UNM in Q3 2016 and has held it in 37 quarters since. The position peaked at $2.71M in Q1 2025. 93 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Crossmark Global Holdings held 11,066 shares of Unum worth $989K as of Q2 2026.
  • Crossmark Global Holdings bought 40 Unum shares in Q2 2026, an estimated $3.31K.
  • Unum made up 0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #630 holding.
  • Crossmark Global Holdings first reported a position in Unum in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's Unum position peaked at $2.71M in Q1 2025.
  • 93 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.