David Shaw’s Unum UNM Stock Holding History

David Shaw’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 $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

David Shaw's UNM Position: Q2 2026 in Review

David Shaw increased its Unum (UNM) stake by 11% in Q2 2026, buying an estimated $9.57M and bringing the position to 1,158,462 shares worth $104M. The position accounts for 0.05% of the portfolio, ranked #434.

David Shaw first reported a position in UNM in Q2 2013 and has held it in 42 quarters since. 758 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

David Shaw held 1,158,462 shares of Unum worth $104M as of Q2 2026.
David Shaw bought 115,539 Unum shares in Q2 2026, an estimated $9.57M.
Unum made up 0.05% of David Shaw's portfolio in Q2 2026, its #434 holding.
David Shaw first reported a position in Unum in Q2 2013 and has held it in 42 quarters since.
758 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.