Lazard Asset Management
UNM icon

Lazard Asset Management’s Unum UNM Stock Holding History

Lazard Asset 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 		$18.3M Buy
251,221
+194,965
+347% +$14.6M 0.03% 341
2025
Q4 		$4.36M Sell
56,256
-36,739
-40% -$2.81M 0.01% 592
2025
Q3 		$7.23M Buy
92,995
+26,643
+40% +$2M 0.01% 489
2025
Q2 		$5.36M Sell
66,352
-57,445
-46% -$4.54M 0.01% 715
2025
Q1 		$10.1M Buy
123,797
+46,168
+59% +$3.56M 0.02% 490
2024
Q4 		$5.67M Sell
77,629
-17,073
-18% -$1.18M 0.01% 609
2024
Q3 		$5.63M Sell
94,702
-244,127
-72% -$13.3M 0.01% 605
2024
Q2 		$17.3M Sell
338,829
-72,638
-18% -$3.76M 0.02% 405
2024
Q1 		$22.1M Buy
411,467
+69,928
+20% +$3.41M 0.03% 367
2023
Q4 		$15.4M Buy
341,539
+21,088
+7% +$960K 0.02% 453
2023
Q3 		$15.8M Buy
320,451
+77,352
+32% +$3.78M 0.02% 436
2023
Q2 		$11.6M Buy
243,099
+104,816
+76% +$4.57M 0.01% 530
2023
Q1 		$5.47M Buy
138,283
+15,020
+12% +$620K 0.01% 709
2022
Q4 		$5.06M Buy
123,263
+116,010
+1,599% +$4.86M 0.01% 716
2022
Q3 		$281K Buy
7,253
+5,160
+247% +$189K ﹤0.01% 1202
2022
Q2 		$71K Buy
+2,093
New +$70.8K ﹤0.01% 1660
2021
Q1 		– Sell
-1,037
Closed -$23K – 2035
2020
Q4 		$23K Hold
1,037
– – ﹤0.01% 1689
2020
Q3 		$17K Sell
1,037
-850
-45% -$15.1K ﹤0.01% 1449
2020
Q2 		$31K Sell
1,887
-45,391
-96% -$716K ﹤0.01% 1361
2020
Q1 		$709K Buy
47,278
+6,110
+15% +$147K ﹤0.01% 774
2019
Q4 		$1.2M Sell
41,168
-8,907
-18% -$259K ﹤0.01% 726
2019
Q3 		$1.49M Sell
50,075
-210,628
-81% -$6.25M ﹤0.01% 706
2019
Q2 		$8.74M Sell
260,703
-112,861
-30% -$3.91M 0.01% 483
2019
Q1 		$12.6M Sell
373,564
-63,984
-15% -$2.23M 0.02% 382
2018
Q4 		$12.9M Buy
437,548
+206,286
+89% +$7.22M 0.02% 349
2018
Q3 		$9.04M Buy
231,262
+2,024
+0.9% +$75.5K 0.01% 468
2018
Q2 		$8.48M Buy
229,238
+217
+0.1% +$9.05K 0.01% 473
2018
Q1 		$10.9M Buy
229,021
+227,938
+21,047% +$11.9M 0.02% 416
2017
Q4 		$59K Buy
1,083
+113
+12% +$6.07K ﹤0.01% 930
2017
Q3 		$49K Hold
970
– – ﹤0.01% 844
2017
Q2 		$45K Sell
970
-460,652
-100% -$21.2M ﹤0.01% 847
2017
Q1 		$21.6M Sell
461,622
-280
-0.1% -$13.1K 0.04% 280
2016
Q4 		$20.3M Buy
461,902
+77,427
+20% +$3.1M 0.04% 283
2016
Q3 		$13.6M Buy
384,475
+130,021
+51% +$4.4M 0.03% 352
2016
Q2 		$8.09M Buy
254,454
+127,619
+101% +$4.32M 0.02% 432
2016
Q1 		$3.92M Buy
126,835
+124,279
+4,862% +$3.65M 0.01% 526
2015
Q4 		$85K Buy
2,556
+90
+4% +$3.1K ﹤0.01% 900
2015
Q3 		$79K Hold
2,466
– – ﹤0.01% 889
2015
Q2 		$88K Hold
2,466
– – ﹤0.01% 928
2015
Q1 		$83K Sell
2,466
-24,617
-91% -$817K ﹤0.01% 939
2014
Q4 		$944K Sell
27,083
-90
-0.3% -$3.04K ﹤0.01% 763
2014
Q3 		$934K Buy
27,173
+26,635
+4,951% +$936K ﹤0.01% 690
2014
Q2 		$18K Buy
+538
New +$18.4K ﹤0.01% 960

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

Lazard Asset Management's UNM Position: Q1 2026 in Review

Lazard Asset Management increased its Unum (UNM) stake by 347% in Q1 2026, buying an estimated $14.6M and bringing the position to 251,221 shares worth $18.3M. The position accounts for 0.03% of the portfolio, ranked #341.

Lazard Asset Management first reported a position in UNM in Q2 2014 and has held it in 43 quarters since. The position peaked at $22.1M in Q1 2024. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Lazard Asset Management held 251,221 shares of Unum worth $18.3M as of Q1 2026.
  • Lazard Asset Management bought 194,965 Unum shares in Q1 2026, an estimated $14.6M.
  • Unum made up 0.03% of Lazard Asset Management's portfolio in Q1 2026, its #341 holding.
  • Lazard Asset Management first reported a position in Unum in Q2 2014 and has held it in 43 quarters since.
  • Lazard Asset Management's Unum position peaked at $22.1M in Q1 2024.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.