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Gillson Capital’s Unum UNM Stock Holding History

Gillson Capital’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 		$27.2M Buy
372,800
+10,200
+3% +$761K 2.23% 17
2025
Q4 		$28.1M Buy
362,600
+116,600
+47% +$8.92M 1.84% 18
2025
Q3 		$19.1M Buy
246,000
+218,970
+810% +$16.4M 1.66% 23
2025
Q2 		$2.18M Sell
27,030
-225,531
-89% -$17.8M 0.17% 65
2025
Q1 		$20.6M Buy
+252,561
New +$19.5M 1.75% 24
2024
Q4 		– Sell
-315,070
Closed -$18.7M – 85
2024
Q3 		$18.7M Buy
+315,070
New +$17.1M 1.7% 23
2023
Q4 		– Sell
-312,905
Closed -$15.4M – 104
2023
Q3 		$15.4M Sell
312,905
-160,430
-34% -$7.84M 1.14% 34
2023
Q2 		$22.6M Sell
473,335
-392,596
-45% -$17.1M 1.99% 17
2023
Q1 		$34.3M Buy
865,931
+395,348
+84% +$16.3M 2.84% 10
2022
Q4 		$19.3M Buy
+470,583
New +$19.7M 1.46% 25
2022
Q2 		– Sell
-233,256
Closed -$7.35M – 242
2022
Q1 		$7.35M Buy
+233,256
New +$6.52M 0.59% 57
2017
Q2 		– Sell
-397,630
Closed -$18.6M – 39
2017
Q1 		$18.6M Sell
397,630
-265,827
-40% -$12.4M 4.19% 9
2016
Q4 		$29.1M Buy
+663,457
New +$26.5M 6.26% 2

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Gillson Capital's UNM Position: Q1 2026 in Review

Gillson Capital increased its Unum (UNM) stake by 2.8% in Q1 2026, buying an estimated $761K and bringing the position to 372,800 shares worth $27.2M. The position accounts for 2.23% of the portfolio, ranked #17.

Gillson Capital first reported a position in UNM in Q4 2016 and has held it in 13 quarters since. The position peaked at $34.3M in Q1 2023. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Gillson Capital held 372,800 shares of Unum worth $27.2M as of Q1 2026.
  • Gillson Capital bought 10,200 Unum shares in Q1 2026, an estimated $761K.
  • Unum made up 2.23% of Gillson Capital's portfolio in Q1 2026, its #17 holding.
  • Gillson Capital first reported a position in Unum in Q4 2016 and has held it in 13 quarters since.
  • Gillson Capital's Unum position peaked at $34.3M in Q1 2023.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Gillson Capital's 13F filing for Q1 2026, filed 15 May 2026.