Moors & Cabot
UNM icon

Moors & Cabot’s Unum UNM Stock Holding History

Moors & Cabot’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 		$333K Hold
3,791
– – 0.01% 717
2026
Q2 		$339K Hold
3,791
– – 0.01% 702
2026
Q1 		$277K Hold
3,791
– – 0.01% 739
2025
Q4 		$294K Hold
3,791
– – 0.01% 690
2025
Q3 		$295K Hold
3,791
– – 0.01% 678
2025
Q2 		$306K Hold
3,791
– – 0.01% 642
2025
Q1 		$309K Hold
3,791
– – 0.02% 629
2024
Q4 		$277K Hold
3,791
– – 0.01% 686
2024
Q3 		$225K Buy
+3,791
New +$206K 0.01% 749

Other funds holding UNM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Moors & Cabot's UNM Position: Q3 2026 in Review

Moors & Cabot held its Unum (UNM) position steady in Q3 2026 at 3,791 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #717.

Moors & Cabot first reported a position in UNM in Q3 2024 and has held it in 9 quarters since. The position peaked at $339K in Q2 2026. 369 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Moors & Cabot held 3,791 shares of Unum worth $333K as of Q3 2026.
  • Moors & Cabot left its Unum share count unchanged in Q3 2026.
  • Unum made up 0.01% of Moors & Cabot's portfolio in Q3 2026, its #717 holding.
  • Moors & Cabot first reported a position in Unum in Q3 2024 and has held it in 9 quarters since.
  • Moors & Cabot's Unum position peaked at $339K in Q2 2026.
  • 369 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.