MJP Associates’s Unum UNM Stock Holding History

MJP Associates’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	$271K	Buy	3,032 +18	+0.6%	+$1.49K	0.03%	178
2026 Q1	$220K	Buy	3,014 +87	+3%	+$6.49K	0.03%	208
2025 Q4	$227K	Buy	2,927 +69	+2%	+$5.28K	0.03%	227
2025 Q3	$222K	Buy	2,858 +31	+1%	+$2.32K	0.03%	230
2025 Q2	$228K	Buy	2,827 +26	+0.9%	+$2.05K	0.03%	203
2025 Q1	$228K	Buy	2,801 +51	+2%	+$3.93K	0.04%	197
2024 Q4	$201K	Buy	+2,750	New	+$190K	0.04%	225

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

MJP Associates's UNM Position: Q2 2026 in Review

MJP Associates increased its Unum (UNM) stake by 0.6% in Q2 2026, buying an estimated $1.49K and bringing the position to 3,032 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #178.

MJP Associates first reported a position in UNM in Q4 2024 and has held it in 7 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

MJP Associates held 3,032 shares of Unum worth $271K as of Q2 2026.
MJP Associates bought 18 Unum shares in Q2 2026, an estimated $1.49K.
Unum made up 0.03% of MJP Associates's portfolio in Q2 2026, its #178 holding.
MJP Associates first reported a position in Unum in Q4 2024 and has held it in 7 quarters since.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.