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Summit Trail Advisors’s Unum UNM Stock Holding History

Summit Trail Advisors’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 		$1.92M Buy
26,258
+1,507
+6% +$112K 0.03% 559
2025
Q4 		$1.92M Buy
24,751
+474
+2% +$36.3K 0.03% 434
2025
Q3 		$1.89M Buy
24,277
+8,023
+49% +$601K 0.03% 481
2025
Q2 		$1.31M Buy
16,254
+5,393
+50% +$426K 0.02% 377
2025
Q1 		$885K Buy
10,861
+2,767
+34% +$213K 0.03% 177
2024
Q4 		$591K Buy
8,094
+2,600
+47% +$179K 0.02% 191
2024
Q3 		$327K Buy
5,494
+606
+12% +$32.9K 0.01% 520
2024
Q2 		$250K Buy
4,888
+357
+8% +$18.5K 0.01% 532
2024
Q1 		$243K Buy
4,531
+28
+0.6% +$1.36K 0.01% 519
2023
Q4 		$204K Buy
4,503
+280
+7% +$12.8K 0.01% 502
2023
Q3 		$208K Sell
4,223
-9
-0.2% -$440 0.01% 492
2023
Q2 		$202K Buy
+4,232
New +$185K 0.01% 489
2018
Q3 		– Sell
-1,200
Closed -$44K – 442
2018
Q2 		$44K Buy
+1,200
New +$50.1K 0.02% 313
2018
Q1 		– Sell
-1,412
Closed -$79K – 1595
2017
Q4 		$79K Buy
+1,412
New +$75.8K 0.01% 695

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

Summit Trail Advisors's UNM Position: Q1 2026 in Review

Summit Trail Advisors increased its Unum (UNM) stake by 6.1% in Q1 2026, buying an estimated $112K and bringing the position to 26,258 shares worth $1.92M. The position accounts for 0.03% of the portfolio, ranked #559.

Summit Trail Advisors first reported a position in UNM in Q4 2017 and has held it in 14 quarters since. The position peaked at $1.92M in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Summit Trail Advisors held 26,258 shares of Unum worth $1.92M as of Q1 2026.
  • Summit Trail Advisors bought 1,507 Unum shares in Q1 2026, an estimated $112K.
  • Unum made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #559 holding.
  • Summit Trail Advisors first reported a position in Unum in Q4 2017 and has held it in 14 quarters since.
  • Summit Trail Advisors's Unum position peaked at $1.92M in Q4 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.