MG
UNM icon

Mather Group’s Unum UNM Stock Holding History

Mather Group’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 		$356K Buy
3,981
+1
+0% +$83 ﹤0.01% 619
2026
Q1 		$291K Sell
3,980
-80
-2% -$5.97K ﹤0.01% 630
2025
Q4 		$315K Buy
4,060
+1
+0% +$76 ﹤0.01% 515
2025
Q3 		$316K Hold
4,059
– – ﹤0.01% 505
2025
Q2 		$328K Sell
4,059
-662
-14% -$52.3K ﹤0.01% 478
2025
Q1 		$385K Sell
4,721
-284
-6% -$21.9K ﹤0.01% 430
2024
Q4 		$366K Buy
5,005
+1
+0% +$69 ﹤0.01% 423
2024
Q3 		$297K Sell
5,004
-9
-0.2% -$489 ﹤0.01% 473
2024
Q2 		$269K Hold
5,013
– – ﹤0.01% 556
2024
Q1 		$227K Sell
5,013
-15
-0.3% -$731 ﹤0.01% 496
2023
Q4 		$227K Sell
5,028
-273
-5% -$12.4K ﹤0.01% 515
2023
Q3 		$261K Buy
5,301
+34
+0.6% +$1.66K ﹤0.01% 471
2023
Q2 		$251K Buy
+5,267
New +$230K ﹤0.01% 492

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Mather Group's UNM Position: Q2 2026 in Review

Mather Group increased its Unum (UNM) stake by 0.03% in Q2 2026, buying an estimated $83 and bringing the position to 3,981 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Mather Group first reported a position in UNM in Q2 2023 and has held it in 13 quarters since. The position peaked at $385K in Q1 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Mather Group held 3,981 shares of Unum worth $356K as of Q2 2026.
  • Mather Group bought 1 Unum share in Q2 2026, an estimated $83.
  • Unum made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #619 holding.
  • Mather Group first reported a position in Unum in Q2 2023 and has held it in 13 quarters since.
  • Mather Group's Unum position peaked at $385K in Q1 2025.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.