MAM
UNM icon

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
Q3 		$2.46K Hold
28
– – ﹤0.01% 494
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

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Marquette Asset Management's UNM Position: Q3 2026 in Review

Marquette Asset Management held its Unum (UNM) position steady in Q3 2026 at 28 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Marquette Asset Management first reported a position in UNM in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.71K in Q4 2025. 28 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Marquette Asset Management held 28 shares of Unum worth $2.46K as of Q3 2026.
  • Marquette Asset Management left its Unum share count unchanged in Q3 2026.
  • Unum made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #494 holding.
  • Marquette Asset Management first reported a position in Unum in Q4 2025 and has held it in 4 quarters since.
  • Marquette Asset Management's Unum position peaked at $2.71K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.