MGAM
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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
Q2 		$16.6M Sell
185,469
-3,137
-2% -$260K 2.01% 18
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 $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

McGowan Group Asset Management's UNM Position: Q2 2026 in Review

McGowan Group Asset Management reduced its Unum (UNM) stake by 1.7% in Q2 2026, selling an estimated $260K and leaving 185,469 shares worth $16.6M. The position accounts for 2.01% of the portfolio, ranked #18.

McGowan Group Asset Management first reported a position in UNM in Q4 2020 and has held it in 23 quarters since. The position peaked at $22.2M in Q1 2024. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • McGowan Group Asset Management held 185,469 shares of Unum worth $16.6M as of Q2 2026.
  • McGowan Group Asset Management sold 3,137 Unum shares in Q2 2026, an estimated $260K.
  • Unum made up 2.01% of McGowan Group Asset Management's portfolio in Q2 2026, its #18 holding.
  • McGowan Group Asset Management first reported a position in Unum in Q4 2020 and has held it in 23 quarters since.
  • McGowan Group Asset Management's Unum position peaked at $22.2M in Q1 2024.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on McGowan Group Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.