Halbert Hargrove Global Advisors’s Unum UNM Stock Holding History

Halbert Hargrove Global Advisors’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	$418	Buy	+5	New	+$414	﹤0.01%	559

Other funds holding UNM

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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Halbert Hargrove Global Advisors's UNM Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Unum (UNM) in Q2 2026: 5 shares worth $418. The stake represents ﹤0.01% of the portfolio and ranks #559 among its holdings.

266 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Halbert Hargrove Global Advisors held 5 shares of Unum worth $418 as of Q2 2026.
Unum was a new Halbert Hargrove Global Advisors position in Q2 2026.
Unum made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #559 holding.
266 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.