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Longfellow Investment Management’s Unum UNM Stock Holding History

Longfellow Investment 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 		$407K Hold
5,576
– – 0.08% 119
2025
Q4 		$432K Hold
5,576
– – 0.1% 120
2025
Q3 		$434K Hold
5,576
– – 0.1% 129
2025
Q2 		$450K Hold
5,576
– – 0.11% 112
2025
Q1 		$454K Buy
+5,576
New +$430K 0.11% 105

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

Longfellow Investment Management's UNM Position: Q1 2026 in Review

Longfellow Investment Management held its Unum (UNM) position steady in Q1 2026 at 5,576 shares worth $407K. The position accounts for 0.08% of the portfolio, ranked #119.

Longfellow Investment Management first reported a position in UNM in Q1 2025 and has held it in 5 quarters since. The position peaked at $454K in Q1 2025. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Longfellow Investment Management held 5,576 shares of Unum worth $407K as of Q1 2026.
  • Longfellow Investment Management left its Unum share count unchanged in Q1 2026.
  • Unum made up 0.08% of Longfellow Investment Management's portfolio in Q1 2026, its #119 holding.
  • Longfellow Investment Management first reported a position in Unum in Q1 2025 and has held it in 5 quarters since.
  • Longfellow Investment Management's Unum position peaked at $454K in Q1 2025.
  • 693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.