GIA
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Gateway Investment Advisers’s Unum UNM Stock Holding History

Gateway Investment Advisers’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
Q2 		$21.1M Buy
235,636
+7,908
+3% +$655K 0.21% 97
2026
Q1 		$16.6M Buy
227,728
+1,635
+0.7% +$122K 0.19% 104
2025
Q4 		$17.5M Buy
226,093
+1,749
+0.8% +$134K 0.16% 104
2025
Q3 		$17.4M Buy
224,344
+204
+0.1% +$15.3K 0.17% 104
2025
Q2 		$18.1M Hold
224,140
– – 0.2% 101
2025
Q1 		$18.3M Hold
224,140
– – 0.21% 102
2024
Q4 		$16.4M Sell
224,140
-25,714
-10% -$1.77M 0.18% 102
2024
Q3 		$14.9M Sell
249,854
-410
-0.2% -$22.3K 0.16% 116
2024
Q2 		$12.8M Sell
250,264
-493
-0.2% -$25.5K 0.14% 125
2024
Q1 		$13.5M Sell
250,757
-290
-0.1% -$14.1K 0.15% 126
2023
Q4 		$11.4M Sell
251,047
-494
-0.2% -$22.5K 0.13% 138
2023
Q3 		$12.4M Hold
251,541
– – 0.16% 126
2023
Q2 		$12M Hold
251,541
– – 0.14% 131
2023
Q1 		$9.95M Sell
251,541
-3,962
-2% -$164K 0.12% 148
2022
Q4 		$10.5M Sell
255,503
-81,985
-24% -$3.44M 0.13% 150
2022
Q3 		$13.1M Sell
337,488
-3,785
-1% -$138K 0.16% 130
2022
Q2 		$11.6M Buy
341,273
+703
+0.2% +$23.8K 0.13% 148
2022
Q1 		$10.7M Buy
340,570
+1,832
+0.5% +$51.2K 0.11% 159
2021
Q4 		$8.32M Buy
338,738
+70,099
+26% +$1.79M 0.08% 187
2021
Q3 		$6.73M Buy
268,639
+15,831
+6% +$419K 0.07% 198
2021
Q2 		$7.18M Sell
252,808
-312
-0.1% -$9.17K 0.07% 197
2021
Q1 		$7.04M Buy
253,120
+422
+0.2% +$11K 0.08% 197
2020
Q4 		$5.8M Buy
252,698
+897
+0.4% +$18.5K 0.06% 224
2020
Q3 		$4.24M Buy
251,801
+83,679
+50% +$1.49M 0.05% 242
2020
Q2 		$2.79M Sell
168,122
-133,308
-44% -$2.1M 0.03% 284
2020
Q1 		$4.52M Buy
+301,430
New +$7.25M 0.06% 227
2019
Q3 		– Sell
-8,116
Closed -$272K – 656
2019
Q2 		$272K Hold
8,116
– – ﹤0.01% 638
2019
Q1 		$275K Sell
8,116
-1,088
-12% -$37.9K ﹤0.01% 637
2018
Q4 		$270K Hold
9,204
– – ﹤0.01% 637
2018
Q3 		$360K Sell
9,204
-239
-3% -$8.92K ﹤0.01% 616
2018
Q2 		$349K Sell
9,443
-1,085
-10% -$45.3K ﹤0.01% 621
2018
Q1 		$501K Sell
10,528
-1,232
-10% -$64.4K ﹤0.01% 596
2017
Q4 		$646K Sell
11,760
-1,745
-13% -$93.7K 0.01% 577
2017
Q3 		$691K Sell
13,505
-336
-2% -$16.4K 0.01% 568
2017
Q2 		$645K Sell
13,841
-69
-0.5% -$3.17K 0.01% 561
2017
Q1 		$652K Sell
13,910
-1,943
-12% -$91K 0.01% 543
2016
Q4 		$696K Sell
15,853
-792
-5% -$31.7K 0.01% 541
2016
Q3 		$588K Sell
16,645
-149
-0.9% -$5.04K 0.01% 570
2016
Q2 		$534K Hold
16,794
– – ﹤0.01% 584
2016
Q1 		$519K Sell
16,794
-8,399
-33% -$246K ﹤0.01% 574
2015
Q4 		$839K Sell
25,193
-694
-3% -$23.9K 0.01% 550
2015
Q3 		$830K Sell
25,887
-2,172
-8% -$74.8K 0.01% 552
2015
Q2 		$1M Sell
28,059
-723
-3% -$25.3K 0.01% 546
2015
Q1 		$971K Sell
28,782
-215
-0.7% -$7.13K 0.01% 554
2014
Q4 		$1.01M Sell
28,997
-1,043
-3% -$35.2K 0.01% 546
2014
Q3 		$1.03M Sell
30,040
-550
-2% -$19.3K 0.01% 552
2014
Q2 		$1.06M Buy
30,590
+3,630
+13% +$124K 0.01% 545
2014
Q1 		$952K Sell
26,960
-915
-3% -$31.2K 0.01% 535
2013
Q4 		$978K Sell
27,875
-650
-2% -$21.3K 0.01% 523
2013
Q3 		$868K Buy
28,525
+274
+1% +$8.42K 0.01% 532
2013
Q2 		$830K Buy
+28,251
New +$787K 0.01% 515

Other funds holding UNM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Gateway Investment Advisers's UNM Position: Q2 2026 in Review

Gateway Investment Advisers increased its Unum (UNM) stake by 3.5% in Q2 2026, buying an estimated $655K and bringing the position to 235,636 shares worth $21.1M. The position accounts for 0.21% of the portfolio, ranked #97.

Gateway Investment Advisers first reported a position in UNM in Q2 2013 and has held it in 51 quarters since. 153 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Gateway Investment Advisers held 235,636 shares of Unum worth $21.1M as of Q2 2026.
  • Gateway Investment Advisers bought 7,908 Unum shares in Q2 2026, an estimated $655K.
  • Unum made up 0.21% of Gateway Investment Advisers's portfolio in Q2 2026, its #97 holding.
  • Gateway Investment Advisers first reported a position in Unum in Q2 2013 and has held it in 51 quarters since.
  • 153 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.