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	-172,000	Closed	-$7.78M	–	4760
2023 Q4	$7.78M	Sell	172,000 -26,900	-14%	-$1.23M	0.01%	1568
2023 Q3	$9.78M	Hold	198,900	–	–	0.01%	1303
2023 Q2	$9.49M	Buy	198,900 +138,100	+227%	+$6.03M	0.01%	1385
2023 Q1	$2.41M	Hold	60,800	–	–	﹤0.01%	2549
2022 Q4	$2.49M	Buy	60,800 +33,900	+126%	+$1.42M	﹤0.01%	2750
2022 Q3	$1.04M	Buy	+26,900	New	+$984K	﹤0.01%	3559
2020 Q4	–	Sell	-40,000	Closed	-$673K	–	4180
2020 Q3	$673K	Sell	40,000 -19,000	-32%	-$338K	﹤0.01%	3078
2020 Q2	$979K	Buy	+59,000	New	+$931K	﹤0.01%	2954
2019 Q4	–	Sell	-40,000	Closed	-$1.19M	–	4187
2019 Q3	$1.19M	Buy	+40,000	New	+$1.19M	﹤0.01%	2730
2014 Q2	–	Sell	-20,000	Closed	-$706K	–	4545
2014 Q1	$706K	Sell	20,000 -14,600	-42%	-$498K	﹤0.01%	3328
2013 Q4	$1.21M	Sell	34,600 -4,600	-12%	-$151K	﹤0.01%	2997
2013 Q3	$1.19M	Buy	39,200 +25,700	+190%	+$789K	﹤0.01%	2877
2013 Q2	$396K	Buy	+13,500	New	+$376K	﹤0.01%	3407

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.