Everence Capital Management’s Unum UNM Stock Holding History

Everence Capital Management’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	$361K	Buy	4,937 +267	+6%	+$19.9K	0.02%	494
2025 Q4	$362K	Hold	4,670	–	–	0.02%	517
2025 Q3	$363K	Hold	4,670	–	–	0.02%	520
2025 Q2	$377K	Hold	4,670	–	–	0.02%	486
2025 Q1	$380K	Hold	4,670	–	–	0.03%	456
2024 Q4	$341K	Buy	+4,670	New	+$322K	0.02%	525
2020 Q3	–	Sell	-83,690	Closed	-$1.27M	–	745
2020 Q2	$1.27M	Hold	83,690	–	–	0.15%	118
2020 Q1	$1.26M	Buy	83,690 +69,730	+499%	+$1.68M	0.18%	100
2019 Q4	$407K	Hold	13,960	–	–	0.06%	358
2019 Q3	$415K	Hold	13,960	–	–	0.07%	318
2019 Q2	$468K	Hold	13,960	–	–	0.08%	286
2019 Q1	$472K	Buy	+13,960	New	+$486K	0.08%	262
2018 Q4	–	Sell	-5,160	Closed	-$202K	–	449
2018 Q3	$202K	Buy	+5,160	New	+$193K	0.04%	411
2018 Q2	–	Sell	-5,160	Closed	-$246K	–	445
2018 Q1	$246K	Hold	5,160	–	–	0.05%	351
2017 Q4	$283K	Hold	5,160	–	–	0.06%	319
2017 Q3	$264K	Hold	5,160	–	–	0.06%	306
2017 Q2	$241K	Hold	5,160	–	–	0.06%	314
2017 Q1	$242K	Hold	5,160	–	–	0.06%	302
2016 Q4	$227K	Sell	5,160 -3,580	-41%	-$143K	0.07%	302
2016 Q3	$309K	Buy	+8,740	New	+$296K	0.09%	247

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

Everence Capital Management's UNM Position: Q1 2026 in Review

Everence Capital Management increased its Unum (UNM) stake by 5.7% in Q1 2026, buying an estimated $19.9K and bringing the position to 4,937 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #494.

Everence Capital Management first reported a position in UNM in Q3 2016 and has held it in 20 quarters since. The position peaked at $1.27M in Q2 2020. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Everence Capital Management held 4,937 shares of Unum worth $361K as of Q1 2026.
Everence Capital Management bought 267 Unum shares in Q1 2026, an estimated $19.9K.
Unum made up 0.02% of Everence Capital Management's portfolio in Q1 2026, its #494 holding.
Everence Capital Management first reported a position in Unum in Q3 2016 and has held it in 20 quarters since.
Everence Capital Management's Unum position peaked at $1.27M in Q2 2020.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.