TRCT
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Tower Research Capital (TRC)’s Unum UNM Stock Holding History

Tower Research Capital (TRC)’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 		$624K Buy
8,545
+158
+2% +$11.8K 0.02% 771
2025
Q4 		$650K Buy
8,387
+562
+7% +$43K 0.02% 685
2025
Q3 		$609K Buy
7,825
+2,391
+44% +$179K 0.02% 742
2025
Q2 		$439K Sell
5,434
-3,513
-39% -$277K 0.01% 1090
2025
Q1 		$729K Sell
8,947
-4,337
-33% -$334K 0.02% 648
2024
Q4 		$970K Buy
13,284
+8,060
+154% +$556K 0.02% 641
2024
Q3 		$311K Buy
5,224
+830
+19% +$45.1K 0.01% 1232
2024
Q2 		$225K Sell
4,394
-4,137
-48% -$214K ﹤0.01% 1974
2024
Q1 		$458K Sell
8,531
-13,115
-61% -$639K 0.01% 921
2023
Q4 		$979K Sell
21,646
-1,078
-5% -$49.1K 0.01% 874
2023
Q3 		$1.12M Buy
22,724
+7,348
+48% +$359K 0.04% 492
2023
Q2 		$733K Sell
15,376
-12,734
-45% -$556K 0.02% 705
2023
Q1 		$1.11M Buy
28,110
+20,534
+271% +$848K 0.04% 389
2022
Q4 		$311K Sell
7,576
-2,546
-25% -$107K 0.01% 989
2022
Q3 		$393K Sell
10,122
-3,927
-28% -$144K 0.01% 1325
2022
Q2 		$478K Buy
14,049
+2,519
+22% +$85.3K 0.01% 1165
2022
Q1 		$364K Buy
11,530
+2,199
+24% +$61.4K ﹤0.01% 1347
2021
Q4 		$229K Buy
9,331
+2,646
+40% +$67.7K ﹤0.01% 1651
2021
Q3 		$168K Buy
6,685
+2,611
+64% +$69.1K ﹤0.01% 1972
2021
Q2 		$116K Sell
4,074
-19,688
-83% -$579K ﹤0.01% 2314
2021
Q1 		$661K Buy
23,762
+19,279
+430% +$500K 0.01% 1013
2020
Q4 		$103K Sell
4,483
-16,082
-78% -$333K ﹤0.01% 2321
2020
Q3 		$346K Buy
20,565
+14,264
+226% +$254K ﹤0.01% 2060
2020
Q2 		$104K Buy
+6,301
New +$99.4K ﹤0.01% 2423
2020
Q1 		– Sell
-3,451
Closed -$101K – 3922
2019
Q4 		$101K Sell
3,451
-1,586
-31% -$46.1K 0.01% 936
2019
Q3 		$150K Sell
5,037
-719
-12% -$21.4K 0.01% 1142
2019
Q2 		$193K Sell
5,756
-2,766
-32% -$95.8K 0.01% 869
2019
Q1 		$289K Buy
8,522
+7,989
+1,499% +$278K 0.02% 960
2018
Q4 		$16K Sell
533
-5,500
-91% -$192K ﹤0.01% 2124
2018
Q3 		$236K Buy
6,033
+1,229
+26% +$45.9K 0.02% 886
2018
Q2 		$178K Sell
4,804
-10,532
-69% -$439K 0.01% 1125
2018
Q1 		$730K Buy
15,336
+13,787
+890% +$720K 0.06% 304
2017
Q4 		$85K Buy
1,549
+1,069
+223% +$57.4K 0.01% 971
2017
Q3 		$25K Buy
+480
New +$23.4K ﹤0.01% 2593
2017
Q2 		– Sell
-429
Closed -$20K – 3474
2017
Q1 		$20K Sell
429
-6,849
-94% -$321K ﹤0.01% 1308
2016
Q4 		$320K Buy
7,278
+4,746
+187% +$190K 0.03% 477
2016
Q3 		$89K Sell
2,532
-7,920
-76% -$268K 0.01% 863
2016
Q2 		$332K Buy
10,452
+10,435
+61,382% +$353K 0.03% 405
2016
Q1 		$1K Sell
17
-773
-98% -$22.7K ﹤0.01% 3794
2015
Q4 		$26K Buy
+790
New +$27.2K ﹤0.01% 1030
2015
Q3 		– Sell
-8
Closed – – 4794
2015
Q2 		$0 Buy
+8
New +$280 ﹤0.01% 5047
2015
Q1 		– Sell
-569
Closed -$20K – 4950
2014
Q4 		$20K Sell
569
-11,985
-95% -$405K ﹤0.01% 1602
2014
Q3 		$431K Buy
12,554
+8,231
+190% +$289K 0.05% 291
2014
Q2 		$150K Buy
4,323
+2,030
+89% +$69.3K 0.02% 712
2014
Q1 		$81K Sell
2,293
-955
-29% -$32.6K 0.01% 819
2013
Q4 		$114K Sell
3,248
-14,412
-82% -$472K 0.02% 795
2013
Q3 		$538K Buy
17,660
+15,767
+833% +$484K 0.06% 301
2013
Q2 		$56K Buy
+1,893
New +$52.7K ﹤0.01% 842

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

Tower Research Capital (TRC)'s UNM Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its Unum (UNM) stake by 1.9% in Q1 2026, buying an estimated $11.8K and bringing the position to 8,545 shares worth $624K. The position accounts for 0.02% of the portfolio, ranked #771.

Tower Research Capital (TRC) first reported a position in UNM in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.12M in Q3 2023. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Tower Research Capital (TRC) held 8,545 shares of Unum worth $624K as of Q1 2026.
  • Tower Research Capital (TRC) bought 158 Unum shares in Q1 2026, an estimated $11.8K.
  • Unum made up 0.02% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #771 holding.
  • Tower Research Capital (TRC) first reported a position in Unum in Q2 2013 and has held it in 48 quarters since.
  • Tower Research Capital (TRC)'s Unum position peaked at $1.12M in Q3 2023.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.