New Mexico Educational Retirement Board’s Unum UNM Stock Holding History

New Mexico Educational Retirement Board’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	$2.9M	Hold	32,443	–	–	0.07%	268
2026 Q1	$2.37M	Hold	32,443	–	–	0.07%	293
2025 Q4	$2.51M	Hold	32,443	–	–	0.08%	256
2025 Q3	$2.52M	Sell	32,443 -2,400	-7%	-$180K	0.08%	245
2025 Q2	$2.81M	Hold	34,843	–	–	0.09%	201
2025 Q1	$2.84M	Hold	34,843	–	–	0.1%	178
2024 Q4	$2.54M	Sell	34,843 -3,357	-9%	-$231K	0.09%	217
2024 Q3	$2.27M	Hold	38,200	–	–	0.08%	256
2024 Q2	$1.95M	Hold	38,200	–	–	0.07%	284
2024 Q1	$2.05M	Hold	38,200	–	–	0.07%	287
2023 Q4	$1.73M	Hold	38,200	–	–	0.07%	321
2023 Q3	$1.88M	Hold	38,200	–	–	0.08%	245
2023 Q2	$1.82M	Buy	38,200 +4,300	+13%	+$188K	0.08%	255
2023 Q1	$1.34M	Buy	33,900 +2,300	+7%	+$95K	0.07%	325
2022 Q4	$1.3M	Hold	31,600	–	–	0.07%	296
2022 Q3	$1.23M	Hold	31,600	–	–	0.07%	302
2022 Q2	$1.07M	Sell	31,600 -10,500	-25%	-$355K	0.05%	379
2022 Q1	$1.33M	Hold	42,100	–	–	0.05%	447
2021 Q4	$1.03M	Hold	42,100	–	–	0.03%	622
2021 Q3	$1.05M	Buy	42,100 +28,538	+210%	+$755K	0.04%	595
2021 Q2	$385K	Buy	13,562 +500	+4%	+$14.7K	0.01%	894
2021 Q1	$364K	Hold	13,062	–	–	0.01%	883
2020 Q4	$300K	Hold	13,062	–	–	0.01%	886
2020 Q3	$220K	Sell	13,062 -800	-6%	-$14.2K	0.01%	889
2020 Q2	$230K	Buy	13,862 +900	+7%	+$14.2K	0.01%	889
2020 Q1	$195K	Sell	12,962 -3,400	-21%	-$81.8K	0.01%	861
2019 Q4	$477K	Hold	16,362	–	–	0.02%	794
2019 Q3	$486K	Sell	16,362 -1,200	-7%	-$35.6K	0.02%	754
2019 Q2	$589K	Sell	17,562 -700	-4%	-$24.2K	0.03%	702
2019 Q1	$618K	Sell	18,262 -400	-2%	-$13.9K	0.03%	718
2018 Q4	$548K	Sell	18,662 -1,100	-6%	-$38.5K	0.03%	726
2018 Q3	$772K	Sell	19,762 -600	-3%	-$22.4K	0.03%	721
2018 Q2	$753K	Sell	20,362 -1,000	-5%	-$41.7K	0.03%	723
2018 Q1	$1.02M	Buy	21,362 +100	+0.5%	+$5.22K	0.04%	609
2017 Q4	$1.17M	Hold	21,262	–	–	0.04%	526
2017 Q3	$1.09M	Hold	21,262	–	–	0.05%	376
2017 Q2	$1.07M	Sell	21,262 -2,000	-9%	-$92K	0.05%	383
2017 Q1	$1.09M	Sell	23,262 -1,800	-7%	-$84.3K	0.05%	391
2016 Q4	$1.1M	Buy	25,062 +1,000	+4%	+$40K	0.05%	387
2016 Q3	$850K	Sell	24,062 -3,600	-13%	-$122K	0.04%	433
2016 Q2	$879K	Hold	27,662	–	–	0.04%	435
2016 Q1	$855K	Buy	27,662 +1,100	+4%	+$32.3K	0.04%	436
2015 Q4	$884K	Hold	26,562	–	–	0.04%	437
2015 Q3	$852K	Hold	26,562	–	–	0.04%	437
2015 Q2	$950K	Sell	26,562 -3,400	-11%	-$119K	0.05%	417
2015 Q1	$1.01M	Sell	29,962 -900	-3%	-$29.9K	0.04%	430
2014 Q4	$1.08M	Sell	30,862 -3,500	-10%	-$118K	0.05%	421
2014 Q3	$1.18M	Buy	34,362 +200	+0.6%	+$7.03K	0.05%	403
2014 Q2	$1.19M	Hold	34,162	–	–	0.05%	404
2014 Q1	$1.21M	Buy	+34,162	New	+$1.17M	0.05%	403
2013 Q3	–	Sell	-42,862	Closed	-$1.26M	–	962
2013 Q2	$1.26M	Buy	+42,862	New	+$1.19M	0.05%	394

Other funds holding UNM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New Mexico Educational Retirement Board's UNM Position: Q2 2026 in Review

New Mexico Educational Retirement Board held its Unum (UNM) position steady in Q2 2026 at 32,443 shares worth $2.9M. The position accounts for 0.07% of the portfolio, ranked #268.

New Mexico Educational Retirement Board first reported a position in UNM in Q2 2013 and has held it in 51 quarters since. 266 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

New Mexico Educational Retirement Board held 32,443 shares of Unum worth $2.9M as of Q2 2026.
New Mexico Educational Retirement Board left its Unum share count unchanged in Q2 2026.
Unum made up 0.07% of New Mexico Educational Retirement Board's portfolio in Q2 2026, its #268 holding.
New Mexico Educational Retirement Board first reported a position in Unum in Q2 2013 and has held it in 51 quarters since.
266 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2026, filed 29 Jul 2026.