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Rothschild Investment LLC’s Unum UNM Stock Holding History

Rothschild Investment LLC’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 		$789K Buy
8,829
+7,678
+667% +$636K 0.03% 479
2026
Q1 		$84.1K Sell
1,151
-868
-43% -$64.8K ﹤0.01% 956
2025
Q4 		$156K Sell
2,019
-1,116
-36% -$85.3K 0.01% 698
2025
Q3 		$244K Buy
3,135
+2,916
+1,332% +$219K 0.01% 545
2025
Q2 		$17.7K Buy
219
+5
+2% +$395 ﹤0.01% 1043
2025
Q1 		$17.4K Buy
214
+5
+2% +$385 ﹤0.01% 1035
2024
Q4 		$15.3K Hold
209
– – ﹤0.01% 1068
2024
Q3 		$12.4K Hold
209
– – ﹤0.01% 1113
2024
Q2 		$10.7K Buy
+209
New +$10.8K ﹤0.01% 1091

Other funds holding UNM

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Rothschild Investment LLC's UNM Position: Q2 2026 in Review

Rothschild Investment LLC increased its Unum (UNM) stake by 667% in Q2 2026, buying an estimated $636K and bringing the position to 8,829 shares worth $789K. The position accounts for 0.03% of the portfolio, ranked #479.

Rothschild Investment LLC first reported a position in UNM in Q2 2024 and has held it in 9 quarters since. 357 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Rothschild Investment LLC held 8,829 shares of Unum worth $789K as of Q2 2026.
  • Rothschild Investment LLC bought 7,678 Unum shares in Q2 2026, an estimated $636K.
  • Unum made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #479 holding.
  • Rothschild Investment LLC first reported a position in Unum in Q2 2024 and has held it in 9 quarters since.
  • 357 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.