HUB Investment Partners’s Unum UNM Stock Holding History

HUB Investment Partners’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	$349K	Buy	3,901 +744	+24%	+$61.7K	0.01%	923
2026 Q1	$231K	Sell	3,157 -667	-17%	-$49.8K	0.01%	931
2025 Q4	$296K	Buy	+3,824	New	+$292K	0.01%	675

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

HUB Investment Partners's UNM Position: Q2 2026 in Review

HUB Investment Partners increased its Unum (UNM) stake by 24% in Q2 2026, buying an estimated $61.7K and bringing the position to 3,901 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #923.

HUB Investment Partners first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

HUB Investment Partners held 3,901 shares of Unum worth $349K as of Q2 2026.
HUB Investment Partners bought 744 Unum shares in Q2 2026, an estimated $61.7K.
Unum made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #923 holding.
HUB Investment Partners first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.