Livforsakringsbolaget Skandia’s Unum UNM Stock Holding History

Livforsakringsbolaget Skandia’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	$6.77M	Buy	92,700 +8,500	+10%	+$634K	0.26%	82
2025 Q4	$6.52M	Hold	84,200	–	–	0.25%	81
2025 Q3	$6.55M	Buy	84,200 +2,300	+3%	+$172K	0.26%	86
2025 Q2	$6.61M	Buy	81,900 +14,400	+21%	+$1.14M	0.29%	79
2025 Q1	$5.5M	Hold	67,500	–	–	0.31%	81
2024 Q4	$4.93M	Buy	+67,500	New	+$4.65M	0.26%	85
2024 Q3	–	Sell	-54,100	Closed	-$2.76M	–	612
2024 Q2	$2.76M	Hold	54,100	–	–	0.23%	89
2024 Q1	$2.9M	Hold	54,100	–	–	0.25%	96
2023 Q4	$2.45M	Hold	54,100	–	–	0.23%	99
2023 Q3	$2.66M	Sell	54,100 -2,500	-4%	-$122K	0.29%	86
2023 Q2	$2.7M	Sell	56,600 -5,800	-9%	-$253K	0.28%	89
2023 Q1	$2.47M	Hold	62,400	–	–	0.26%	93
2022 Q4	$2.56M	Hold	62,400	–	–	0.29%	85
2022 Q3	$2.42M	Sell	62,400 -12,800	-17%	-$468K	0.3%	88
2022 Q2	$2.56M	Hold	75,200	–	–	0.22%	101
2022 Q1	$2.37M	Hold	75,200	–	–	0.16%	130
2021 Q4	$1.85M	Hold	75,200	–	–	0.12%	158
2021 Q3	$1.89M	Hold	75,200	–	–	0.12%	161
2021 Q2	$2.14M	Buy	75,200 +3,800	+5%	+$112K	0.13%	154
2021 Q1	$1.99M	Buy	71,400 +11,100	+18%	+$288K	0.14%	143
2020 Q4	$1.38M	Hold	60,300	–	–	0.12%	166
2020 Q3	$1.01M	Hold	60,300	–	–	0.11%	166
2020 Q2	$1M	Sell	60,300 -1,994	-3%	-$31.5K	0.11%	160
2020 Q1	$935K	Hold	62,294	–	–	0.13%	147
2019 Q4	$1.82M	Hold	62,294	–	–	0.22%	116
2019 Q3	$1.85M	Hold	62,294	–	–	0.22%	116
2019 Q2	$2.09M	Hold	62,294	–	–	0.26%	106
2019 Q1	$2.11M	Hold	62,294	–	–	0.28%	95
2018 Q4	$1.83M	Hold	62,294	–	–	0.27%	100
2018 Q3	$2.43M	Sell	62,294 -13,300	-18%	-$496K	0.29%	103
2018 Q2	$2.8M	Hold	75,594	–	–	0.25%	112
2018 Q1	$3.6M	Hold	75,594	–	–	0.35%	79
2017 Q4	$4.15M	Sell	75,594 -5,700	-7%	-$306K	0.4%	68
2017 Q3	$4.16M	Hold	81,294	–	–	0.37%	65
2017 Q2	$3.79M	Hold	81,294	–	–	0.35%	73
2017 Q1	$3.81M	Sell	81,294 -13,500	-14%	-$632K	0.36%	70
2016 Q4	$4.16K	Sell	94,794 -34,231	-27%	-$1.37M	0.21%	94
2016 Q3	$11.4M	Buy	129,025 +34,231	+36%	+$1.16M	0.56%	32
2016 Q2	$3.01M	Hold	94,794	–	–	0.13%	174
2016 Q1	$2.93M	Hold	94,794	–	–	0.14%	167
2015 Q4	$3.16M	Buy	94,794 +35,000	+59%	+$1.21M	0.15%	149
2015 Q3	$1.92M	Hold	59,794	–	–	0.1%	232
2015 Q2	$2.14M	Hold	59,794	–	–	0.1%	225
2015 Q1	$2.02M	Sell	59,794 -10,700	-15%	-$355K	0.1%	248
2014 Q4	$2.46M	Hold	70,494	–	–	0.12%	201
2014 Q3	$2.42M	Hold	70,494	–	–	0.09%	257
2014 Q2	$2.45M	Hold	70,494	–	–	0.09%	255
2014 Q1	$2.49M	Buy	70,494 +37,894	+116%	+$1.29M	0.09%	237
2013 Q4	$1.14M	Hold	32,600	–	–	0.74%	45
2013 Q3	$992K	Hold	32,600	–	–	0.69%	54
2013 Q2	$957K	Buy	+32,600	New	+$908K	0.69%	47

Other funds holding UNM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $1.66T AUM 25.57% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Livforsakringsbolaget Skandia's UNM Position: Q1 2026 in Review

Livforsakringsbolaget Skandia increased its Unum (UNM) stake by 10% in Q1 2026, buying an estimated $634K and bringing the position to 92,700 shares worth $6.77M. The position accounts for 0.26% of the portfolio, ranked #82.

Livforsakringsbolaget Skandia first reported a position in UNM in Q2 2013 and has held it in 51 quarters since. The position peaked at $11.4M in Q3 2016. 695 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Livforsakringsbolaget Skandia held 92,700 shares of Unum worth $6.77M as of Q1 2026.
Livforsakringsbolaget Skandia bought 8,500 Unum shares in Q1 2026, an estimated $634K.
Unum made up 0.26% of Livforsakringsbolaget Skandia's portfolio in Q1 2026, its #82 holding.
Livforsakringsbolaget Skandia first reported a position in Unum in Q2 2013 and has held it in 51 quarters since.
Livforsakringsbolaget Skandia's Unum position peaked at $11.4M in Q3 2016.
695 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Livforsakringsbolaget Skandia's 13F filing for Q1 2026, filed 5 May 2026.