IIM
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INTECH Investment Management’s Unum UNM Stock Holding History

INTECH Investment Management’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 		$7.11M Buy
79,529
+27,396
+53% +$2.27M 0.07% 256
2026
Q1 		$3.81M Sell
52,133
-36,545
-41% -$2.73M 0.04% 416
2025
Q4 		$6.87M Sell
88,678
-30,573
-26% -$2.34M 0.06% 275
2025
Q3 		$9.28M Sell
119,251
-7,079
-6% -$530K 0.08% 214
2025
Q2 		$10.2M Buy
126,330
+22,863
+22% +$1.81M 0.1% 182
2025
Q1 		$8.43M Buy
103,467
+2,740
+3% +$211K 0.09% 199
2024
Q4 		$7.36M Buy
100,727
+23,745
+31% +$1.64M 0.07% 234
2024
Q3 		$4.58M Buy
76,982
+48,377
+169% +$2.63M 0.05% 271
2024
Q2 		$1.46M Buy
28,605
+23,573
+468% +$1.22M 0.02% 527
2024
Q1 		$270K Sell
5,032
-3,950
-44% -$193K ﹤0.01% 611
2023
Q4 		$406K Buy
+8,982
New +$409K 0.01% 589

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 $3.38T AUM 44.17% 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

INTECH Investment Management's UNM Position: Q2 2026 in Review

INTECH Investment Management increased its Unum (UNM) stake by 53% in Q2 2026, buying an estimated $2.27M and bringing the position to 79,529 shares worth $7.11M. The position accounts for 0.07% of the portfolio, ranked #256.

INTECH Investment Management first reported a position in UNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.2M in Q2 2025. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • INTECH Investment Management held 79,529 shares of Unum worth $7.11M as of Q2 2026.
  • INTECH Investment Management bought 27,396 Unum shares in Q2 2026, an estimated $2.27M.
  • Unum made up 0.07% of INTECH Investment Management's portfolio in Q2 2026, its #256 holding.
  • INTECH Investment Management first reported a position in Unum in Q4 2023 and has held it in 11 quarters since.
  • INTECH Investment Management's Unum position peaked at $10.2M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.