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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
Q2 		$15.6M Sell
174,635
-198,165
-53% -$16.4M 0.92% 37
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 $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Gillson Capital's UNM Position: Q2 2026 in Review

Gillson Capital reduced its Unum (UNM) stake by 53% in Q2 2026, selling an estimated $16.4M and leaving 174,635 shares worth $15.6M. The position accounts for 0.92% of the portfolio, ranked #37.

Gillson Capital first reported a position in UNM in Q4 2016 and has held it in 14 quarters since. The position peaked at $34.3M in Q1 2023. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Gillson Capital held 174,635 shares of Unum worth $15.6M as of Q2 2026.
  • Gillson Capital sold 198,165 Unum shares in Q2 2026, an estimated $16.4M.
  • Unum made up 0.92% of Gillson Capital's portfolio in Q2 2026, its #37 holding.
  • Gillson Capital first reported a position in Unum in Q4 2016 and has held it in 14 quarters since.
  • Gillson Capital's Unum position peaked at $34.3M in Q1 2023.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Gillson Capital's 13F filing for Q2 2026, filed 14 Aug 2026.