Kovitz Investment Group Partners’s Unum UNM Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-20,622	Closed	-$1.6M	–	1267
2025 Q3	$1.6M	Buy	20,622 +3,200	+18%	+$240K	0.01%	718
2025 Q2	$1.4M	Buy	17,422 +268	+2%	+$21.2K	0.01%	716
2025 Q1	$1.4M	Sell	17,154 -1,057	-6%	-$81.5K	0.01%	657
2024 Q4	$1.33M	Buy	18,211 +147	+0.8%	+$10.1K	0.01%	656
2024 Q3	$870K	Buy	+18,064	New	+$981K	0.01%	655

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners's UNM Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Unum (UNM) in Q4 2025, closing a stake of 20,622 shares — an estimated $1.6M sold.

Kovitz Investment Group Partners first reported a position in UNM in Q3 2024 and held it in 5 quarters. The position peaked at $1.6M in Q3 2025. 699 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 20,622 Unum shares in Q4 2025, an estimated $1.6M.
Kovitz Investment Group Partners first reported a position in Unum in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's Unum position peaked at $1.6M in Q3 2025.
699 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.