LAM
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LECAP Asset Management’s Unum UNM Stock Holding History

LECAP 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 		$2.03M Buy
27,734
+6,161
+29% +$460K 0.76% 24
2025
Q4 		$1.67M Buy
+21,573
New +$1.65M 0.67% 47
2024
Q4 		– Sell
-9,292
Closed -$552K – 414
2024
Q3 		$552K Sell
9,292
-16,466
-64% -$894K 0.12% 250
2024
Q2 		$1.32M Sell
25,758
-9,979
-28% -$516K 0.28% 142
2024
Q1 		$1.92M Buy
+35,737
New +$1.74M 0.4% 97

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

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

LECAP Asset Management increased its Unum (UNM) stake by 29% in Q1 2026, buying an estimated $460K and bringing the position to 27,734 shares worth $2.03M. The position accounts for 0.76% of the portfolio, ranked #24.

LECAP Asset Management first reported a position in UNM in Q1 2024 and has held it in 5 quarters since. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • LECAP Asset Management held 27,734 shares of Unum worth $2.03M as of Q1 2026.
  • LECAP Asset Management bought 6,161 Unum shares in Q1 2026, an estimated $460K.
  • Unum made up 0.76% of LECAP Asset Management's portfolio in Q1 2026, its #24 holding.
  • LECAP Asset Management first reported a position in Unum in Q1 2024 and has held it in 5 quarters since.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on LECAP Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.