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	-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 $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.