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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

INTECH Investment Management's UNM Position: Q1 2026 in Review

INTECH Investment Management reduced its Unum (UNM) stake by 41% in Q1 2026, selling an estimated $2.73M and leaving 52,133 shares worth $3.81M. The position accounts for 0.04% of the portfolio, ranked #416.

INTECH Investment Management first reported a position in UNM in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.2M in Q2 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • INTECH Investment Management held 52,133 shares of Unum worth $3.81M as of Q1 2026.
  • INTECH Investment Management sold 36,545 Unum shares in Q1 2026, an estimated $2.73M.
  • Unum made up 0.04% of INTECH Investment Management's portfolio in Q1 2026, its #416 holding.
  • INTECH Investment Management first reported a position in Unum in Q4 2023 and has held it in 10 quarters since.
  • INTECH Investment Management's Unum position peaked at $10.2M in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.