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Lighthouse Investment Partners’s Unum UNM Stock Holding History

Lighthouse Investment 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
2026
Q1 		$6.5M Buy
+89,000
New +$6.64M 0.23% 150

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
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State Street
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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

Lighthouse Investment Partners's UNM Position: Q1 2026 in Review

Lighthouse Investment Partners increased its Unum (UNM) stake by 198% in Q1 2026, buying an estimated $5.59M and bringing the position to 112,711 shares worth $8.23M. The position accounts for 0.29% of the portfolio, ranked #108.

Lighthouse Investment Partners first reported a position in UNM in Q3 2024 and has held it in 6 quarters since. The position peaked at $23.8M in Q2 2025. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Lighthouse Investment Partners held 112,711 shares of Unum worth $8.23M as of Q1 2026.
  • Lighthouse Investment Partners bought 74,938 Unum shares in Q1 2026, an estimated $5.59M.
  • Unum made up 0.29% of Lighthouse Investment Partners's portfolio in Q1 2026, its #108 holding.
  • Lighthouse Investment Partners first reported a position in Unum in Q3 2024 and has held it in 6 quarters since.
  • Lighthouse Investment Partners's Unum position peaked at $23.8M in Q2 2025.
  • 693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.