John Overdeck’s Unum UNM Stock Holding History

John Overdeck’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	$250K	Buy	+2,800	New	+$232K	﹤0.01%	4637
2021 Q3	–	Sell	-8,000	Closed	-$227K	–	4738
2021 Q2	$227K	Buy	+8,000	New	+$235K	﹤0.01%	3701
2021 Q1	–	Sell	-13,800	Closed	-$317K	–	4256
2020 Q4	$317K	Buy	13,800 +1,800	+15%	+$37.2K	﹤0.01%	2817
2020 Q3	$202K	Sell	12,000 -7,500	-38%	-$133K	﹤0.01%	2815
2020 Q2	$324K	Buy	+19,500	New	+$308K	﹤0.01%	2324
2019 Q4	–	Sell	-11,000	Closed	-$327K	–	4002
2019 Q3	$327K	Buy	+11,000	New	+$327K	﹤0.01%	2904
2017 Q3	–	Sell	-11,000	Closed	-$513K	–	3216
2017 Q2	$513K	Buy	+11,000	New	+$506K	﹤0.01%	2311
2016 Q4	–	Sell	-6,700	Closed	-$237K	–	3535
2016 Q3	$237K	Buy	+6,700	New	+$227K	﹤0.01%	2886
2015 Q2	–	Sell	-7,000	Closed	-$236K	–	3108
2015 Q1	$236K	Buy	+7,000	New	+$232K	﹤0.01%	2407

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

John Overdeck's UNM Position: Q2 2026 in Review

John Overdeck increased its Unum (UNM) stake by 15% in Q2 2026, buying an estimated $19.5M and bringing the position to 1,759,799 shares worth $157M. The position accounts for 0.11% of the portfolio, ranked #200.

John Overdeck first reported a position in UNM in Q3 2013 and has held it in 45 quarters since. 758 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

John Overdeck held 1,759,799 shares of Unum worth $157M as of Q2 2026.
John Overdeck bought 235,071 Unum shares in Q2 2026, an estimated $19.5M.
Unum made up 0.11% of John Overdeck's portfolio in Q2 2026, its #200 holding.
John Overdeck first reported a position in Unum in Q3 2013 and has held it in 45 quarters since.
758 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.