Midwest Trust
UNM icon

Midwest Trust’s Unum UNM Stock Holding History

Midwest Trust’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
Q3 		$375K Buy
4,276
+1,402
+49% +$127K ﹤0.01% 506
2026
Q2 		$257K Hold
2,874
– – ﹤0.01% 562
2026
Q1 		$210K Sell
2,874
-384
-12% -$28.7K ﹤0.01% 578
2025
Q4 		$252K Buy
3,258
+90
+3% +$6.88K ﹤0.01% 538
2025
Q3 		$246K Buy
3,168
+233
+8% +$17.5K ﹤0.01% 541
2025
Q2 		$237K Buy
+2,935
New +$232K ﹤0.01% 560

Other funds holding UNM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Midwest Trust's UNM Position: Q3 2026 in Review

Midwest Trust increased its Unum (UNM) stake by 49% in Q3 2026, buying an estimated $127K and bringing the position to 4,276 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Midwest Trust first reported a position in UNM in Q2 2025 and has held it in 6 quarters since. 158 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Midwest Trust held 4,276 shares of Unum worth $375K as of Q3 2026.
  • Midwest Trust bought 1,402 Unum shares in Q3 2026, an estimated $127K.
  • Unum made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #506 holding.
  • Midwest Trust first reported a position in Unum in Q2 2025 and has held it in 6 quarters since.
  • 158 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.