Marshall Wace’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.31M | Buy |
+36,996
| New | +$3.07M | ﹤0.01% | 1581 |
|
|
2026
Q1 | – | Sell |
-561,154
| Closed | -$43.5M | – | 3701 |
|
|
2025
Q4 | $43.5M | Buy |
561,154
+468,771
| +507% | +$35.9M | 0.04% | 380 |
|
|
2025
Q3 | $7.19M | Sell |
92,383
-168,240
| -65% | -$12.6M | 0.01% | 1046 |
|
|
2025
Q2 | $21M | Buy |
260,623
+98,106
| +60% | +$7.75M | 0.02% | 562 |
|
|
2025
Q1 | $13.2M | Sell |
162,517
-38,147
| -19% | -$2.94M | 0.02% | 667 |
|
|
2024
Q4 | $14.7M | Buy |
200,664
+70,557
| +54% | +$4.86M | 0.02% | 653 |
|
|
2024
Q3 | $7.73M | Buy |
+130,107
| New | +$7.07M | 0.01% | 851 |
|
|
2024
Q2 | – | Sell |
-11,400
| Closed | -$612K | – | 2983 |
|
|
2024
Q1 | $612K | Buy |
+11,400
| New | +$556K | ﹤0.01% | 1856 |
|
|
2023
Q4 | – | Sell |
-25,978
| Closed | -$1.28M | – | 2631 |
|
|
2023
Q3 | $1.28M | Buy |
+25,978
| New | +$1.27M | ﹤0.01% | 1413 |
|
|
2022
Q1 | – | Sell |
-186,902
| Closed | -$4.59M | – | 4049 |
|
|
2021
Q4 | $4.59M | Buy |
+186,902
| New | +$4.78M | 0.01% | 1421 |
|
|
2021
Q2 | – | Sell |
-22,131
| Closed | -$616K | – | 3112 |
|
|
2021
Q1 | $616K | Buy |
+22,131
| New | +$574K | ﹤0.01% | 1863 |
|
|
2020
Q3 | – | Sell |
-26,676
| Closed | -$442K | – | 1939 |
|
|
2020
Q2 | $442K | Buy |
26,676
+26,669
| +380,986% | +$421K | ﹤0.01% | 1230 |
|
|
2020
Q1 | $0 | Sell |
7
-334,951
| -100% | -$8.06M | ﹤0.01% | 2074 |
|
|
2019
Q4 | $9.77M | Sell |
334,958
-339,651
| -50% | -$9.88M | 0.07% | 325 |
|
|
2019
Q3 | $20M | Buy |
674,609
+548,841
| +436% | +$16.3M | 0.16% | 150 |
|
|
2019
Q2 | $4.22M | Buy |
125,768
+20,785
| +20% | +$720K | 0.03% | 537 |
|
|
2019
Q1 | $3.55M | Buy |
+104,983
| New | +$3.65M | 0.03% | 568 |
|
|
2018
Q4 | – | Sell |
-20,332
| Closed | -$794K | – | 1817 |
|
|
2018
Q3 | $794K | Sell |
20,332
-549,881
| -96% | -$20.5M | 0.01% | 849 |
|
|
2018
Q2 | $21.1M | Buy |
+570,213
| New | +$23.8M | 0.32% | 94 |
|
|
2018
Q1 | – | Sell |
-21,179
| Closed | -$1.16M | – | 651 |
|
|
2017
Q4 | $1.16M | Buy |
+21,179
| New | +$1.14M | 0.05% | 233 |
|
|
2017
Q1 | – | Sell |
-174,460
| Closed | -$7.66M | – | 748 |
|
|
2016
Q4 | $7.66M | Buy |
+174,460
| New | +$6.98M | 0.05% | 381 |
|
|
2016
Q3 | – | Sell |
-90,958
| Closed | -$2.89M | – | 1145 |
|
|
2016
Q2 | $2.89M | Sell |
90,958
-42,508
| -32% | -$1.44M | 0.02% | 510 |
|
|
2016
Q1 | $4.13M | Buy |
133,466
+108,636
| +438% | +$3.19M | 0.04% | 388 |
|
|
2015
Q4 | $827K | Buy |
+24,830
| New | +$856K | 0.01% | 741 |
|
|
2015
Q2 | – | Sell |
-157,250
| Closed | -$5.3M | – | 1058 |
|
|
2015
Q1 | $5.3M | Buy |
157,250
+150,874
| +2,366% | +$5.01M | 0.07% | 302 |
|
|
2014
Q4 | $222K | Sell |
6,376
-7,131
| -53% | -$241K | ﹤0.01% | 737 |
|
|
2014
Q3 | $464K | Buy |
13,507
+4,348
| +47% | +$153K | 0.01% | 647 |
|
|
2014
Q2 | $318K | Buy |
+9,159
| New | +$313K | ﹤0.01% | 748 |
|
Other funds holding UNM
Marshall Wace's UNM Position: Q2 2026 in Review
Marshall Wace opened a new position in Unum (UNM) in Q2 2026: 36,996 shares worth $3.31M. The stake represents ﹤0.01% of the portfolio and ranks #1581 among its holdings. This is a return to the name: Marshall Wace previously reported a position in UNM as recently as Q4 2025.
Marshall Wace first reported a position in UNM in Q2 2014 and has held it in 28 quarters since. The position peaked at $43.5M in Q4 2025. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.
- Marshall Wace held 36,996 shares of Unum worth $3.31M as of Q2 2026.
- Unum was a new Marshall Wace position in Q2 2026.
- Unum made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1581 holding.
- Marshall Wace first reported a position in Unum in Q2 2014 and has held it in 28 quarters since.
- Marshall Wace's Unum position peaked at $43.5M in Q4 2025.
- 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.
Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.