NVIM
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New Vernon Investment Management’s Unum UNM Stock Holding History

New Vernon Investment Management’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
Q1 		$1.45M Buy
+19,796
New +$1.48M 1.54% 23

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

New Vernon Investment Management's UNM Position: Q1 2026 in Review

New Vernon Investment Management opened a new position in Unum (UNM) in Q1 2026: 19,796 shares worth $1.45M. The stake represents 1.54% of the portfolio and ranks #23 among its holdings.

693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • New Vernon Investment Management held 19,796 shares of Unum worth $1.45M as of Q1 2026.
  • Unum was a new New Vernon Investment Management position in Q1 2026.
  • Unum made up 1.54% of New Vernon Investment Management's portfolio in Q1 2026, its #23 holding.
  • 693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on New Vernon Investment Management's 13F filing for Q1 2026, filed 15 May 2026.