HRT Financial’s Unum UNM Stock Holding History

HRT Financial’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	$39.4M	Buy	540,010 +274,594	+103%	+$20.5M	0.1%	170
2025 Q4	$20.6M	Sell	265,416 -30,136	-10%	-$2.3M	0.06%	219
2025 Q3	$23M	Buy	295,552 +140,259	+90%	+$10.5M	0.08%	157
2025 Q2	$12.5M	Buy	+155,293	New	+$12.3M	0.06%	248
2024 Q4	–	Sell	-313,872	Closed	-$18.7M	–	3284
2024 Q3	$18.7M	Buy	+313,872	New	+$17M	0.09%	132
2024 Q2	–	Sell	-35,763	Closed	-$1.92M	–	3148
2024 Q1	$1.92M	Buy	+35,763	New	+$1.74M	0.01%	588
2023 Q4	–	Sell	-118,789	Closed	-$5.84M	–	3115
2023 Q3	$5.84M	Buy	+118,789	New	+$5.81M	0.06%	246
2023 Q1	–	Sell	-9,804	Closed	-$402K	–	3229
2022 Q4	$402K	Sell	9,804 -27,764	-74%	-$1.16M	0.01%	1566
2022 Q3	$1.46M	Sell	37,568 -233,009	-86%	-$8.52M	0.02%	729
2022 Q2	$9.21M	Buy	+270,577	New	+$9.16M	0.1%	148
2021 Q4	–	Sell	-68,149	Closed	-$1.71M	–	4117
2021 Q3	$1.71M	Buy	+68,149	New	+$1.8M	0.01%	844
2021 Q2	–	Sell	-230,411	Closed	-$6.41M	–	3564
2021 Q1	$6.41M	Buy	+230,411	New	+$5.98M	0.06%	227

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

HRT Financial's UNM Position: Q1 2026 in Review

HRT Financial increased its Unum (UNM) stake by 103% in Q1 2026, buying an estimated $20.5M and bringing the position to 540,010 shares worth $39.4M. The position accounts for 0.1% of the portfolio, ranked #170.

HRT Financial first reported a position in UNM in Q1 2021 and has held it in 12 quarters since. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

HRT Financial held 540,010 shares of Unum worth $39.4M as of Q1 2026.
HRT Financial bought 274,594 Unum shares in Q1 2026, an estimated $20.5M.
Unum made up 0.1% of HRT Financial's portfolio in Q1 2026, its #170 holding.
HRT Financial first reported a position in Unum in Q1 2021 and has held it in 12 quarters since.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.