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

Meritage Portfolio Management’s Portfolio HMN Stock Details HMN Fund Activity
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

Other funds holding HMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Meritage Portfolio Management's HMN Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Horace Mann Educators (HMN) stake by 0.95% in Q4 2025, selling an estimated $25.9K and leaving 59,364 shares worth $2.74M. The position accounts for 0.18% of the portfolio, ranked #145.

Meritage Portfolio Management first reported a position in HMN in Q2 2013 and has held it in 20 quarters since. The position peaked at $5.62M in Q4 2016. 255 funds tracked by Wall St. Rank hold HMN as of Q4 2025.

  • Meritage Portfolio Management held 59,364 shares of Horace Mann Educators worth $2.74M as of Q4 2025.
  • Meritage Portfolio Management sold 572 Horace Mann Educators shares in Q4 2025, an estimated $25.9K.
  • Horace Mann Educators made up 0.18% of Meritage Portfolio Management's portfolio in Q4 2025, its #145 holding.
  • Meritage Portfolio Management first reported a position in Horace Mann Educators in Q2 2013 and has held it in 20 quarters since.
  • Meritage Portfolio Management's Horace Mann Educators position peaked at $5.62M in Q4 2016.
  • 255 funds tracked by Wall St. Rank held Horace Mann Educators as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.