MGAM
UNM icon

McGowan Group Asset Management’s Unum UNM Stock Holding History

McGowan Group 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
Q1 		$13.8M Sell
188,606
-741
-0.4% -$55.3K 1.75% 25
2025
Q4 		$14.7M Sell
189,347
-378
-0.2% -$28.9K 1.82% 21
2025
Q3 		$14.8M Sell
189,725
-1,364
-0.7% -$102K 1.83% 21
2025
Q2 		$15.4M Sell
191,089
-80
-0% -$6.32K 1.94% 19
2025
Q1 		$15.6M Sell
191,169
-1,130
-0.6% -$87.1K 2.06% 16
2024
Q4 		$14M Sell
192,299
-94,386
-33% -$6.51M 1.88% 16
2024
Q3 		$17M Sell
286,685
-124,781
-30% -$6.78M 2.24% 14
2024
Q2 		$21M Sell
411,466
-1,540
-0.4% -$79.7K 2.93% 10
2024
Q1 		$22.2M Sell
413,006
-3,041
-0.7% -$148K 3.2% 10
2023
Q4 		$18.8M Sell
416,047
-5,921
-1% -$270K 3.02% 12
2023
Q3 		$20.8M Sell
421,968
-2,944
-0.7% -$144K 3.28% 9
2023
Q2 		$20.3M Buy
424,912
+160
+0% +$6.98K 3.16% 7
2023
Q1 		$16.8M Sell
424,752
-3,170
-0.7% -$131K 2.67% 12
2022
Q4 		$17.6M Buy
427,922
+1,959
+0.5% +$82.1K 2.8% 12
2022
Q3 		$16.5M Sell
425,963
-1,736
-0.4% -$63.5K 2.87% 12
2022
Q2 		$14.6M Buy
427,699
+213,607
+100% +$7.23M 2.44% 14
2022
Q1 		$6.75M Sell
214,092
-4,473
-2% -$125K 1.04% 22
2021
Q4 		$5.37M Sell
218,565
-8,711
-4% -$223K 0.94% 25
2021
Q3 		$5.7M Buy
227,276
+5,585
+3% +$148K 0.97% 23
2021
Q2 		$6.3M Sell
221,691
-731
-0.3% -$21.5K 0.99% 23
2021
Q1 		$6.19M Sell
222,422
-2,630
-1% -$68.3K 1.01% 25
2020
Q4 		$5.16M Buy
+225,052
New +$4.65M 0.88% 25

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

McGowan Group Asset Management's UNM Position: Q1 2026 in Review

McGowan Group Asset Management reduced its Unum (UNM) stake by 0.39% in Q1 2026, selling an estimated $55.3K and leaving 188,606 shares worth $13.8M. The position accounts for 1.75% of the portfolio, ranked #25.

McGowan Group Asset Management first reported a position in UNM in Q4 2020 and has held it in 22 quarters since. The position peaked at $22.2M in Q1 2024. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • McGowan Group Asset Management held 188,606 shares of Unum worth $13.8M as of Q1 2026.
  • McGowan Group Asset Management sold 741 Unum shares in Q1 2026, an estimated $55.3K.
  • Unum made up 1.75% of McGowan Group Asset Management's portfolio in Q1 2026, its #25 holding.
  • McGowan Group Asset Management first reported a position in Unum in Q4 2020 and has held it in 22 quarters since.
  • McGowan Group Asset Management's Unum position peaked at $22.2M in Q1 2024.
  • 693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on McGowan Group Asset Management's 13F filing for Q1 2026, filed 11 May 2026.