QCM
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QRG Capital Management’s Unum UNM Stock Holding History

QRG Capital 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
Q2 		$1.28M Buy
14,359
+1,404
+11% +$116K 0.01% 554
2026
Q1 		$946K Buy
12,955
+929
+8% +$69.3K 0.01% 582
2025
Q4 		$932K Buy
12,026
+1,489
+14% +$114K 0.01% 560
2025
Q3 		$820K Sell
10,537
-9,378
-47% -$703K 0.01% 563
2025
Q2 		$1.61M Buy
19,915
+852
+4% +$67.3K 0.01% 513
2025
Q1 		$1.55M Buy
19,063
+5,727
+43% +$441K 0.02% 501
2024
Q4 		$974K Buy
13,336
+189
+1% +$13K 0.01% 597
2024
Q3 		$781K Buy
13,147
+361
+3% +$19.6K 0.01% 650
2024
Q2 		$654K Buy
12,786
+226
+2% +$11.7K 0.01% 650
2024
Q1 		$674K Buy
12,560
+375
+3% +$18.3K 0.01% 657
2023
Q4 		$551K Buy
12,185
+615
+5% +$28K 0.01% 687
2023
Q3 		$569K Buy
+11,570
New +$566K 0.01% 623

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

QRG Capital Management's UNM Position: Q2 2026 in Review

QRG Capital Management increased its Unum (UNM) stake by 11% in Q2 2026, buying an estimated $116K and bringing the position to 14,359 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #554.

QRG Capital Management first reported a position in UNM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.61M in Q2 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • QRG Capital Management held 14,359 shares of Unum worth $1.28M as of Q2 2026.
  • QRG Capital Management bought 1,404 Unum shares in Q2 2026, an estimated $116K.
  • Unum made up 0.01% of QRG Capital Management's portfolio in Q2 2026, its #554 holding.
  • QRG Capital Management first reported a position in Unum in Q3 2023 and has held it in 12 quarters since.
  • QRG Capital Management's Unum position peaked at $1.61M in Q2 2025.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.