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TownSquare Capital’s Unum UNM Stock Holding History

TownSquare Capital’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
2025
Q4 		– Sell
-4,876
Closed -$379K – 366
2025
Q3 		$379K Sell
4,876
-1,425
-23% -$107K 0.06% 250
2025
Q2 		$509K Sell
6,301
-18,480
-75% -$1.46M 0.05% 332
2025
Q1 		$2.02M Buy
24,781
+11,681
+89% +$900K 0.02% 610
2024
Q4 		$957K Buy
13,100
+964
+8% +$66.5K 0.01% 788
2024
Q3 		$721K Buy
12,136
+1,350
+13% +$73.3K 0.01% 824
2024
Q2 		$551K Buy
10,786
+1,295
+14% +$67K 0.01% 850
2024
Q1 		$509K Buy
9,491
+2,731
+40% +$133K 0.01% 847
2023
Q4 		$306K Buy
6,760
+227
+3% +$10.3K 0.01% 913
2023
Q3 		$321K Buy
6,533
+788
+14% +$38.5K 0.01% 898
2023
Q2 		$274K Buy
5,745
+101
+2% +$4.41K 0.01% 918
2023
Q1 		$223K Buy
5,644
+50
+0.9% +$2.06K ﹤0.01% 906
2022
Q4 		$230K Buy
5,594
+103
+2% +$4.32K 0.01% 864
2022
Q3 		$213K Buy
+5,491
New +$201K 0.01% 682
2020
Q1 		– Sell
-18,213
Closed -$531K – 506
2019
Q4 		$531K Sell
18,213
-3,283
-15% -$95.5K 0.04% 274
2019
Q3 		$640K Sell
21,496
-220
-1% -$6.53K 0.05% 256
2019
Q2 		$645K Sell
21,716
-6,431
-23% -$223K 0.06% 221
2019
Q1 		$952K Buy
28,147
+10,270
+57% +$358K 0.07% 190
2018
Q4 		$620K Buy
+17,877
New +$626K 0.08% 185

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TownSquare Capital's UNM Position: Q4 2025 in Review

TownSquare Capital sold out of Unum (UNM) in Q4 2025, closing a stake of 4,876 shares — an estimated $379K sold.

TownSquare Capital first reported a position in UNM in Q4 2018 and held it in 18 quarters. The position peaked at $2.02M in Q1 2025. 700 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

  • TownSquare Capital reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
  • TownSquare Capital sold 4,876 Unum shares in Q4 2025, an estimated $379K.
  • TownSquare Capital first reported a position in Unum in Q4 2018 and held it in 18 quarters.
  • TownSquare Capital's Unum position peaked at $2.02M in Q1 2025.
  • 700 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on TownSquare Capital's 13F filing for Q4 2025, filed 11 Feb 2026.