Mercer Global Advisors
UNM icon

Mercer Global Advisors’s Unum UNM Stock Holding History

Mercer Global Advisors’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 		$10.4M Sell
142,752
-397,392
-74% -$29.7M 0.02% 487
2025
Q4 		$42.1M Buy
540,144
+252,870
+88% +$19.3M 0.06% 188
2025
Q3 		$22.3M Buy
287,274
+265,251
+1,204% +$19.9M 0.04% 293
2025
Q2 		$1.78M Buy
22,023
+2,030
+10% +$160K ﹤0.01% 936
2025
Q1 		$1.63M Buy
19,993
+4,156
+26% +$320K ﹤0.01% 915
2024
Q4 		$1.16M Sell
15,837
-1,983
-11% -$137K ﹤0.01% 1041
2024
Q3 		$1.05M Buy
17,820
+347
+2% +$18.8K ﹤0.01% 1003
2024
Q2 		$917K Buy
17,473
+2,559
+17% +$132K ﹤0.01% 1002
2024
Q1 		$800K Sell
14,914
-921
-6% -$44.9K ﹤0.01% 1058
2023
Q4 		$716K Buy
15,835
+1,462
+10% +$66.6K ﹤0.01% 1123
2023
Q3 		$707K Buy
14,373
+1,045
+8% +$51.1K ﹤0.01% 1085
2023
Q2 		$636K Sell
13,328
-5,837
-30% -$255K ﹤0.01% 1122
2023
Q1 		$758K Sell
19,165
-2,596
-12% -$107K ﹤0.01% 1017
2022
Q4 		$893K Buy
21,761
+3,337
+18% +$140K ﹤0.01% 968
2022
Q3 		$715K Sell
18,424
-307
-2% -$11.2K ﹤0.01% 992
2022
Q2 		$637K Buy
18,731
+337
+2% +$11.4K ﹤0.01% 1033
2022
Q1 		$580K Buy
18,394
+2,201
+14% +$61.5K ﹤0.01% 1151
2021
Q4 		$398K Buy
16,193
+675
+4% +$17.3K ﹤0.01% 1334
2021
Q3 		$389K Buy
15,518
+760
+5% +$20.1K ﹤0.01% 1305
2021
Q2 		$419K Buy
14,758
+5,924
+67% +$174K ﹤0.01% 1230
2021
Q1 		$246K Sell
8,834
-610
-6% -$15.8K ﹤0.01% 1397
2020
Q4 		$217K Buy
+9,444
New +$195K ﹤0.01% 1212

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

Mercer Global Advisors's UNM Position: Q1 2026 in Review

Mercer Global Advisors reduced its Unum (UNM) stake by 74% in Q1 2026, selling an estimated $29.7M and leaving 142,752 shares worth $10.4M. The position accounts for 0.02% of the portfolio, ranked #487.

Mercer Global Advisors first reported a position in UNM in Q4 2020 and has held it in 22 quarters since. The position peaked at $42.1M in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Mercer Global Advisors held 142,752 shares of Unum worth $10.4M as of Q1 2026.
  • Mercer Global Advisors sold 397,392 Unum shares in Q1 2026, an estimated $29.7M.
  • Unum made up 0.02% of Mercer Global Advisors's portfolio in Q1 2026, its #487 holding.
  • Mercer Global Advisors first reported a position in Unum in Q4 2020 and has held it in 22 quarters since.
  • Mercer Global Advisors's Unum position peaked at $42.1M in Q4 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.