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
Q2 		$387K Buy
4,334
+3
+0.1% +$249 0.02% 509
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 $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 $3.37T AUM 44.26% 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

Jacobi Capital Management's UNM Position: Q2 2026 in Review

Jacobi Capital Management increased its Unum (UNM) stake by 0.07% in Q2 2026, buying an estimated $249 and bringing the position to 4,334 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #509.

Jacobi Capital Management first reported a position in UNM in Q2 2017 and has held it in 27 quarters since. The position peaked at $489K in Q4 2018. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Jacobi Capital Management held 4,334 shares of Unum worth $387K as of Q2 2026.
  • Jacobi Capital Management bought 3 Unum shares in Q2 2026, an estimated $249.
  • Unum made up 0.02% of Jacobi Capital Management's portfolio in Q2 2026, its #509 holding.
  • Jacobi Capital Management first reported a position in Unum in Q2 2017 and has held it in 27 quarters since.
  • Jacobi Capital Management's Unum position peaked at $489K in Q4 2018.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.