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Summit Global Investments’s Horace Mann Educators HMN Stock Holding History

Summit Global Investments’s Portfolio HMN Stock Details HMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-19,271
Closed -$674K – 579
2024
Q3 		$674K Buy
+19,271
New +$658K 0.04% 318
2023
Q4 		– Sell
-11,711
Closed -$344K – 548
2023
Q3 		$344K Sell
11,711
-14,379
-55% -$417K 0.02% 403
2023
Q2 		$774K Buy
+26,090
New +$828K 0.05% 271

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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Summit Global Investments's HMN Position: Q4 2024 in Review

Summit Global Investments sold out of Horace Mann Educators (HMN) in Q4 2024, closing a stake of 19,271 shares — an estimated $674K sold.

Summit Global Investments first reported a position in HMN in Q2 2023 and held it in 3 quarters. The position peaked at $774K in Q2 2023. 218 funds tracked by Wall St. Rank hold HMN as of Q4 2024.

  • Summit Global Investments reported no remaining Horace Mann Educators position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 19,271 Horace Mann Educators shares in Q4 2024, an estimated $674K.
  • Summit Global Investments first reported a position in Horace Mann Educators in Q2 2023 and held it in 3 quarters.
  • Summit Global Investments's Horace Mann Educators position peaked at $774K in Q2 2023.
  • 218 funds tracked by Wall St. Rank held Horace Mann Educators as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.