TI
UNM icon

Trexquant Investment’s Unum UNM Stock Holding History

Trexquant Investment’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 		$7.49M Buy
102,620
+34,593
+51% +$2.58M 0.05% 485
2025
Q4 		$5.27M Sell
68,027
-56,179
-45% -$4.3M 0.05% 575
2025
Q3 		$9.66M Sell
124,206
-47,371
-28% -$3.55M 0.1% 299
2025
Q2 		$13.9M Buy
171,577
+44,004
+34% +$3.48M 0.16% 163
2025
Q1 		$10.4M Sell
127,573
-32,330
-20% -$2.49M 0.12% 236
2024
Q4 		$11.7M Sell
159,903
-93,814
-37% -$6.47M 0.14% 222
2024
Q3 		$15.1M Buy
253,717
+176,563
+229% +$9.59M 0.19% 141
2024
Q2 		$3.94M Buy
77,154
+56,927
+281% +$2.95M 0.06% 483
2024
Q1 		$1.09M Sell
20,227
-101,228
-83% -$4.94M 0.02% 890
2023
Q4 		$5.49M Buy
121,455
+63,295
+109% +$2.88M 0.12% 224
2023
Q3 		$2.86M Buy
58,160
+16,396
+39% +$802K 0.07% 385
2023
Q2 		$1.99M Sell
41,764
-58,218
-58% -$2.54M 0.05% 493
2023
Q1 		$3.96M Sell
99,982
-10,242
-9% -$423K 0.11% 254
2022
Q4 		$4.52M Buy
110,224
+96,303
+692% +$4.04M 0.13% 209
2022
Q3 		$540K Sell
13,921
-44,978
-76% -$1.65M 0.02% 777
2022
Q2 		$2M Buy
+58,899
New +$1.99M 0.09% 263
2022
Q1 		– Sell
-71,794
Closed -$1.76M – 1748
2021
Q4 		$1.76M Buy
71,794
+31,323
+77% +$802K 0.11% 239
2021
Q3 		$1.01M Buy
+40,471
New +$1.07M 0.08% 316
2021
Q2 		– Sell
-37,396
Closed -$1.04M – 1522
2021
Q1 		$1.04M Buy
37,396
+20,014
+115% +$519K 0.1% 266
2020
Q4 		$399K Sell
17,382
-28,635
-62% -$592K 0.04% 537
2020
Q3 		$774K Buy
+46,017
New +$818K 0.05% 510
2020
Q2 		– Sell
-10,120
Closed -$152K – 1498
2020
Q1 		$152K Sell
10,120
-50,818
-83% -$1.22M 0.01% 1009
2019
Q4 		$1.78M Sell
60,938
-687
-1% -$20K 0.11% 247
2019
Q3 		$1.83M Sell
61,625
-34,994
-36% -$1.04M 0.16% 179
2019
Q2 		$3.24M Buy
96,619
+10,019
+12% +$347K 0.29% 112
2019
Q1 		$2.93M Buy
86,600
+58,091
+204% +$2.02M 0.21% 134
2018
Q4 		$838K Buy
+28,509
New +$998K 0.05% 467
2018
Q3 		– Sell
-35,418
Closed -$1.31M – 1209
2018
Q2 		$1.31M Buy
35,418
+359
+1% +$15K 0.09% 311
2018
Q1 		$1.67M Sell
35,059
-1,852
-5% -$96.8K 0.12% 284
2017
Q4 		$2.03M Buy
+36,911
New +$1.98M 0.22% 106
2017
Q3 		– Sell
-24,089
Closed -$1.12M – 1043
2017
Q2 		$1.12M Buy
+24,089
New +$1.11M 0.31% 54
2016
Q3 		– Sell
-113,569
Closed -$3.61M – 1020
2016
Q2 		$3.61M Buy
113,569
+1,469
+1% +$49.7K 0.47% 21
2016
Q1 		$3.47M Buy
112,100
+71,000
+173% +$2.08M 0.41% 22
2015
Q4 		$1.37M Sell
41,100
-8,900
-18% -$307K 0.12% 282
2015
Q3 		$1.6M Buy
50,000
+39,300
+367% +$1.35M 0.14% 223
2015
Q2 		$382K Sell
10,700
-55,100
-84% -$1.93M 0.04% 730
2015
Q1 		$2.22M Buy
65,800
+58,200
+766% +$1.93M 0.23% 82
2014
Q4 		$265K Buy
+7,600
New +$257K 0.05% 738

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

Trexquant Investment's UNM Position: Q1 2026 in Review

Trexquant Investment increased its Unum (UNM) stake by 51% in Q1 2026, buying an estimated $2.58M and bringing the position to 102,620 shares worth $7.49M. The position accounts for 0.05% of the portfolio, ranked #485.

Trexquant Investment first reported a position in UNM in Q4 2014 and has held it in 38 quarters since. The position peaked at $15.1M in Q3 2024. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Trexquant Investment held 102,620 shares of Unum worth $7.49M as of Q1 2026.
  • Trexquant Investment bought 34,593 Unum shares in Q1 2026, an estimated $2.58M.
  • Unum made up 0.05% of Trexquant Investment's portfolio in Q1 2026, its #485 holding.
  • Trexquant Investment first reported a position in Unum in Q4 2014 and has held it in 38 quarters since.
  • Trexquant Investment's Unum position peaked at $15.1M in Q3 2024.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Trexquant Investment's 13F filing for Q1 2026, filed 15 May 2026.