D.E. Shaw & Co’s Unum UNM Stock Holding History

D.E. Shaw & Co’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
2024 Q1	–	Sell	-40,800	Closed	-$1.84M	–	4759
2023 Q4	$1.84M	Hold	40,800	–	–	﹤0.01%	2730
2023 Q3	$2.01M	Hold	40,800	–	–	﹤0.01%	2560
2023 Q2	$1.95M	Hold	40,800	–	–	﹤0.01%	2644
2023 Q1	$1.61M	Sell	40,800 -62,200	-60%	-$2.57M	﹤0.01%	2837
2022 Q4	$4.23M	Hold	103,000	–	–	﹤0.01%	2246
2022 Q3	$4M	Buy	103,000 +40,800	+66%	+$1.49M	﹤0.01%	2338
2022 Q2	$2.12M	Buy	+62,200	New	+$2.11M	﹤0.01%	3017
2020 Q3	–	Sell	-50,000	Closed	-$830K	–	4182
2020 Q2	$830K	Buy	+50,000	New	+$789K	﹤0.01%	3052
2014 Q2	–	Sell	-20,000	Closed	-$706K	–	4544
2014 Q1	$706K	Sell	20,000 -9,000	-31%	-$307K	﹤0.01%	3327
2013 Q4	$1.02M	Sell	29,000 -21,800	-43%	-$714K	﹤0.01%	3149
2013 Q3	$1.55M	Buy	50,800 +10,400	+26%	+$319K	﹤0.01%	2654
2013 Q2	$1.19M	Buy	+40,400	New	+$1.12M	﹤0.01%	2570

Other funds holding UNM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

D.E. Shaw & Co's UNM Position: Q1 2026 in Review

D.E. Shaw & Co increased its Unum (UNM) stake by 92% in Q1 2026, buying an estimated $37.3M and bringing the position to 1,042,923 shares worth $76.2M. The position accounts for 0.05% of the portfolio, ranked #492.

D.E. Shaw & Co first reported a position in UNM in Q2 2013 and has held it in 41 quarters since. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

D.E. Shaw & Co held 1,042,923 shares of Unum worth $76.2M as of Q1 2026.
D.E. Shaw & Co bought 499,941 Unum shares in Q1 2026, an estimated $37.3M.
Unum made up 0.05% of D.E. Shaw & Co's portfolio in Q1 2026, its #492 holding.
D.E. Shaw & Co first reported a position in Unum in Q2 2013 and has held it in 41 quarters since.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.