MAM
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Marquette Asset Management’s Unum UNM Stock Holding History

Marquette 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 		$2.5K Hold
28
– – ﹤0.01% 551
2026
Q1 		$2.04K Sell
28
-7
-20% -$522 ﹤0.01% 535
2025
Q4 		$2.71K Buy
+35
New +$2.68K ﹤0.01% 429

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

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

Marquette Asset Management held its Unum (UNM) position steady in Q2 2026 at 28 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Marquette Asset Management first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.71K in Q4 2025. 388 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Marquette Asset Management held 28 shares of Unum worth $2.5K as of Q2 2026.
  • Marquette Asset Management left its Unum share count unchanged in Q2 2026.
  • Unum made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #551 holding.
  • Marquette Asset Management first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
  • Marquette Asset Management's Unum position peaked at $2.71K in Q4 2025.
  • 388 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.