Elo Mutual Pension Insurance’s Unum UNM Stock Holding History

Elo Mutual Pension Insurance’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 Q1	–	Sell	-32,170	Closed	-$2.49M	–	683
2025 Q4	$2.49M	Buy	32,170 +20,388	+173%	+$1.56M	0.04%	325
2025 Q3	$916K	Sell	11,782 -3,617	-23%	-$271K	0.02%	528
2025 Q2	$1.24M	Sell	15,399 -5,807	-27%	-$459K	0.03%	403
2025 Q1	$1.73M	Buy	+21,206	New	+$1.63M	0.04%	338

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

Elo Mutual Pension Insurance's UNM Position: Q1 2026 in Review

Elo Mutual Pension Insurance sold out of Unum (UNM) in Q1 2026, closing a stake of 32,170 shares — an estimated $2.49M sold.

Elo Mutual Pension Insurance first reported a position in UNM in Q1 2025 and held it in 4 quarters. The position peaked at $2.49M in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Elo Mutual Pension Insurance reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
Elo Mutual Pension Insurance sold 32,170 Unum shares in Q1 2026, an estimated $2.49M.
Elo Mutual Pension Insurance first reported a position in Unum in Q1 2025 and held it in 4 quarters.
Elo Mutual Pension Insurance's Unum position peaked at $2.49M in Q4 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.