LSV Asset Management
UNM icon

LSV Asset Management’s Unum UNM Stock Holding History

LSV 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
Q2 		$216M Sell
2,413,125
-169,947
-7% -$14.1M 0.39% 79
2026
Q1 		$189M Sell
2,583,072
-82,534
-3% -$6.16M 0.41% 79
2025
Q4 		$207M Sell
2,665,606
-67,334
-2% -$5.15M 0.45% 71
2025
Q3 		$213M Sell
2,732,940
-8,394
-0.3% -$629K 0.47% 70
2025
Q2 		$221M Buy
2,741,334
+678
+0% +$53.5K 0.52% 61
2025
Q1 		$223M Buy
2,740,656
+4,016
+0.1% +$310K 0.54% 53
2024
Q4 		$200M Sell
2,736,640
-67,236
-2% -$4.64M 0.46% 70
2024
Q3 		$167M Sell
2,803,876
-10,644
-0.4% -$578K 0.36% 96
2024
Q2 		$144M Sell
2,814,520
-85,800
-3% -$4.44M 0.32% 111
2024
Q1 		$156M Sell
2,900,320
-30,257
-1% -$1.48M 0.32% 106
2023
Q4 		$133M Buy
2,930,577
+73,700
+3% +$3.36M 0.29% 109
2023
Q3 		$141M Buy
2,856,877
+71,561
+3% +$3.5M 0.33% 100
2023
Q2 		$133M Buy
2,785,316
+7,239
+0.3% +$316K 0.29% 110
2023
Q1 		$110M Sell
2,778,077
-142,100
-5% -$5.87M 0.25% 127
2022
Q4 		$120M Sell
2,920,177
-181,136
-6% -$7.59M 0.26% 120
2022
Q3 		$120M Sell
3,101,313
-94,459
-3% -$3.45M 0.28% 112
2022
Q2 		$109M Sell
3,195,772
-354,274
-10% -$12M 0.24% 126
2022
Q1 		$112M Sell
3,550,046
-130,427
-4% -$3.64M 0.21% 149
2021
Q4 		$90.4M Sell
3,680,473
-184,300
-5% -$4.72M 0.16% 168
2021
Q3 		$96.9M Sell
3,864,773
-82,902
-2% -$2.19M 0.18% 161
2021
Q2 		$112M Sell
3,947,675
-83,900
-2% -$2.47M 0.19% 155
2021
Q1 		$112M Sell
4,031,575
-227,600
-5% -$5.91M 0.19% 156
2020
Q4 		$97.7M Sell
4,259,175
-558,500
-12% -$11.5M 0.18% 153
2020
Q3 		$81.1M Sell
4,817,675
-190,610
-4% -$3.39M 0.17% 161
2020
Q2 		$83.1M Sell
5,008,285
-219,100
-4% -$3.46M 0.17% 152
2020
Q1 		$78.5M Sell
5,227,385
-58,741
-1% -$1.41M 0.19% 139
2019
Q4 		$154M Sell
5,286,126
-48,733
-0.9% -$1.42M 0.24% 124
2019
Q3 		$159M Buy
5,334,859
+104,010
+2% +$3.09M 0.26% 118
2019
Q2 		$175M Sell
5,230,849
-324,900
-6% -$11.3M 0.28% 105
2019
Q1 		$188M Sell
5,555,749
-50,900
-0.9% -$1.77M 0.3% 99
2018
Q4 		$165M Buy
5,606,649
+76,984
+1% +$2.69M 0.29% 95
2018
Q3 		$216M Buy
5,529,665
+36,316
+0.7% +$1.35M 0.32% 82
2018
Q2 		$203M Buy
5,493,349
+185,504
+3% +$7.74M 0.32% 84
2018
Q1 		$253M Buy
5,307,845
+175,429
+3% +$9.17M 0.4% 74
2017
Q4 		$282M Sell
5,132,416
-62,900
-1% -$3.38M 0.44% 62
2017
Q3 		$266M Buy
5,195,316
+282,045
+6% +$13.8M 0.44% 65
2017
Q2 		$229M Buy
4,913,271
+88,700
+2% +$4.08M 0.41% 74
2017
Q1 		$226M Sell
4,824,571
-157,700
-3% -$7.39M 0.41% 77
2016
Q4 		$219M Buy
4,982,271
+197,700
+4% +$7.91M 0.4% 77
2016
Q3 		$169M Buy
4,784,571
+38,700
+0.8% +$1.31M 0.33% 96
2016
Q2 		$151M Buy
4,745,871
+124,174
+3% +$4.2M 0.31% 96
2016
Q1 		$143M Buy
4,621,697
+106,234
+2% +$3.12M 0.3% 98
2015
Q4 		$150M Buy
4,515,463
+208,260
+5% +$7.18M 0.33% 96
2015
Q3 		$138M Buy
4,307,203
+54,440
+1% +$1.88M 0.31% 99
2015
Q2 		$152M Buy
4,252,763
+70,802
+2% +$2.48M 0.32% 106
2015
Q1 		$141M Sell
4,181,961
-166,242
-4% -$5.51M 0.29% 108
2014
Q4 		$152M Buy
4,348,203
+221,100
+5% +$7.47M 0.31% 99
2014
Q3 		$142M Buy
4,127,103
+152,990
+4% +$5.38M 0.31% 101
2014
Q2 		$138M Buy
3,974,113
+9,900
+0.2% +$338K 0.31% 102
2014
Q1 		$140M Sell
3,964,213
-305,737
-7% -$10.4M 0.33% 96
2013
Q4 		$150M Sell
4,269,950
-143,300
-3% -$4.69M 0.35% 97
2013
Q3 		$134M Buy
4,413,250
+34,000
+0.8% +$1.04M 0.34% 96
2013
Q2 		$129M Buy
+4,379,250
New +$122M 0.34% 96

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LSV Asset Management's UNM Position: Q2 2026 in Review

LSV Asset Management reduced its Unum (UNM) stake by 6.6% in Q2 2026, selling an estimated $14.1M and leaving 2,413,125 shares worth $216M. The position accounts for 0.39% of the portfolio, ranked #79.

LSV Asset Management first reported a position in UNM in Q2 2013 and has held it in 53 quarters since. The position peaked at $282M in Q4 2017. 423 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • LSV Asset Management held 2,413,125 shares of Unum worth $216M as of Q2 2026.
  • LSV Asset Management sold 169,947 Unum shares in Q2 2026, an estimated $14.1M.
  • Unum made up 0.39% of LSV Asset Management's portfolio in Q2 2026, its #79 holding.
  • LSV Asset Management first reported a position in Unum in Q2 2013 and has held it in 53 quarters since.
  • LSV Asset Management's Unum position peaked at $282M in Q4 2017.
  • 423 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.