JCM
UNM icon

Jacobi Capital Management’s Unum UNM Stock Holding History

Jacobi Capital 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 		$316K Buy
4,331
+778
+22% +$58.1K 0.02% 525
2025
Q4 		$275K Buy
3,553
+542
+18% +$41.5K 0.02% 548
2025
Q3 		$234K Sell
3,011
-250
-8% -$18.7K 0.01% 561
2025
Q2 		$263K Hold
3,261
– – 0.02% 528
2025
Q1 		$266K Hold
3,261
– – 0.02% 506
2024
Q4 		$238K Buy
+3,261
New +$225K 0.02% 530
2023
Q4 		– Sell
-4,227
Closed -$208K – 473
2023
Q3 		$208K Buy
4,227
+31
+0.7% +$1.51K 0.02% 418
2023
Q2 		$200K Buy
+4,196
New +$183K 0.02% 430
2021
Q4 		– Sell
-14,830
Closed -$372K – 1267
2021
Q3 		$372K Buy
14,830
+690
+5% +$18.3K 0.05% 304
2021
Q2 		$402K Buy
14,140
+320
+2% +$9.4K 0.05% 273
2021
Q1 		$385K Buy
13,820
+7,522
+119% +$195K 0.06% 255
2020
Q4 		$144K Sell
6,298
-9,824
-61% -$203K 0.02% 359
2020
Q3 		$271K Sell
16,122
-291
-2% -$5.17K 0.05% 265
2020
Q2 		$272K Sell
16,413
-231
-1% -$3.65K 0.05% 254
2020
Q1 		$250K Buy
16,644
+2,843
+21% +$68.4K 0.05% 234
2019
Q4 		$402K Sell
13,801
-570
-4% -$16.6K 0.07% 209
2019
Q3 		$427K Buy
14,371
+234
+2% +$6.95K 0.08% 195
2019
Q2 		$474K Buy
14,137
+1,220
+9% +$42.3K 0.1% 181
2019
Q1 		$437K Sell
12,917
-3,742
-22% -$130K 0.11% 133
2018
Q4 		$489K Buy
16,659
+9,894
+146% +$346K 0.13% 115
2018
Q3 		$264K Buy
6,765
+85
+1% +$3.17K 0.07% 173
2018
Q2 		$247K Buy
6,680
+809
+14% +$33.7K 0.07% 165
2018
Q1 		$274K Buy
5,871
+1,320
+29% +$69K 0.08% 139
2017
Q4 		$257K Buy
4,551
+1,217
+37% +$65.3K 0.08% 139
2017
Q3 		$174K Buy
3,334
+3
+0.1% +$146 0.06% 163
2017
Q2 		$159K Buy
+3,331
New +$153K 0.06% 151

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

Jacobi Capital Management's UNM Position: Q1 2026 in Review

Jacobi Capital Management increased its Unum (UNM) stake by 22% in Q1 2026, buying an estimated $58.1K and bringing the position to 4,331 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #525.

Jacobi Capital Management first reported a position in UNM in Q2 2017 and has held it in 26 quarters since. The position peaked at $489K in Q4 2018. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Jacobi Capital Management held 4,331 shares of Unum worth $316K as of Q1 2026.
  • Jacobi Capital Management bought 778 Unum shares in Q1 2026, an estimated $58.1K.
  • Unum made up 0.02% of Jacobi Capital Management's portfolio in Q1 2026, its #525 holding.
  • Jacobi Capital Management first reported a position in Unum in Q2 2017 and has held it in 26 quarters since.
  • Jacobi Capital Management's Unum position peaked at $489K in Q4 2018.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.