Meritage Portfolio Management’s Horace Mann Educators HMN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.74M	Sell	59,364 -572	-1%	-$25.9K	0.18%	145
2025 Q3	$2.71M	Sell	59,936 -825	-1%	-$36.3K	0.18%	146
2025 Q2	$2.61M	Buy	+60,761	New	+$2.56M	0.17%	146
2017 Q3	–	Sell	-132,774	Closed	-$5.02M	–	207
2017 Q2	$5.02M	Sell	132,774 -2,248	-2%	-$86.6K	0.52%	90
2017 Q1	$5.54M	Buy	135,022 +3,738	+3%	+$157K	0.58%	71
2016 Q4	$5.62M	Sell	131,284 -6,105	-4%	-$238K	0.61%	64
2016 Q3	$5.04M	Sell	137,389 -6,033	-4%	-$214K	0.55%	80
2016 Q2	$4.85M	Sell	143,422 -1,935	-1%	-$62.9K	0.54%	81
2016 Q1	$4.61M	Sell	145,357 -2,095	-1%	-$64.2K	0.52%	100
2015 Q4	$4.89M	Sell	147,452 -1,440	-1%	-$49.2K	0.55%	80
2015 Q3	$4.95M	Buy	148,892 +1,605	+1%	+$55.6K	0.57%	70
2015 Q2	$5.36M	Sell	147,287 -1,980	-1%	-$69.6K	0.56%	78
2015 Q1	$5.11M	Buy	149,267 +1,065	+0.7%	+$34.3K	0.51%	94
2014 Q4	$4.92M	Sell	148,202 -2,780	-2%	-$85.6K	0.52%	85
2014 Q3	$4.3M	Sell	150,982 -1,065	-0.7%	-$31.4K	0.49%	111
2014 Q2	$4.75M	Buy	152,047 +2,815	+2%	+$83.4K	0.52%	92
2014 Q1	$4.33M	Buy	149,232 +3,865	+3%	+$112K	0.52%	94
2013 Q4	$4.58M	Sell	145,367 -7,339	-5%	-$217K	0.57%	78
2013 Q3	$4.33M	Buy	152,706 +1,843	+1%	+$50.4K	0.56%	80
2013 Q2	$3.68M	Buy	+150,863	New	+$3.51M	0.53%	90