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EP Wealth Advisors’s Horace Mann Educators HMN Stock Holding History

EP Wealth Advisors’s Portfolio HMN Stock Details HMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$293K Sell
6,868
-34
-0.5% -$1.47K ﹤0.01% 1182
2025
Q4 		$319K Buy
+6,902
New +$312K ﹤0.01% 1105
2025
Q2 		$307K Sell
7,145
-352
-5% -$14.8K ﹤0.01% 1004
2025
Q1 		$320K Buy
7,497
+1,004
+15% +$40.4K ﹤0.01% 885
2024
Q4 		$255K Buy
+6,493
New +$254K ﹤0.01% 942

Other funds holding HMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EP Wealth Advisors's HMN Position: Q1 2026 in Review

EP Wealth Advisors reduced its Horace Mann Educators (HMN) stake by 0.49% in Q1 2026, selling an estimated $1.47K and leaving 6,868 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

EP Wealth Advisors first reported a position in HMN in Q4 2024 and has held it in 5 quarters since. The position peaked at $320K in Q1 2025. 252 funds tracked by Wall St. Rank hold HMN as of Q1 2026.

  • EP Wealth Advisors held 6,868 shares of Horace Mann Educators worth $293K as of Q1 2026.
  • EP Wealth Advisors sold 34 Horace Mann Educators shares in Q1 2026, an estimated $1.47K.
  • Horace Mann Educators made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1182 holding.
  • EP Wealth Advisors first reported a position in Horace Mann Educators in Q4 2024 and has held it in 5 quarters since.
  • EP Wealth Advisors's Horace Mann Educators position peaked at $320K in Q1 2025.
  • 252 funds tracked by Wall St. Rank held Horace Mann Educators as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.