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Triasima Portfolio Management’s Unum UNM Stock Holding History

Triasima Portfolio Management’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
Q3 		– Sell
-55,290
Closed -$4.47M – 176
2025
Q2 		$4.47M Buy
55,290
+17,805
+47% +$1.41M 0.82% 44
2025
Q1 		$3.05M Buy
+37,485
New +$2.89M 0.6% 57
2024
Q1 		– Sell
-7,600
Closed -$344K – 148
2023
Q4 		$344K Sell
7,600
-60,665
-89% -$2.76M 0.03% 120
2023
Q3 		$3.36M Buy
68,265
+7,535
+12% +$368K 0.31% 59
2023
Q2 		$3.84M Sell
60,730
-107,650
-64% -$4.7M 0.24% 62
2023
Q1 		$6.66M Sell
168,380
-92,770
-36% -$3.83M 0.55% 37
2022
Q4 		$10.7M Sell
261,150
-15
-0% -$628 0.82% 31
2022
Q3 		$10.1M Buy
261,165
+124,455
+91% +$4.55M 0.82% 30
2022
Q2 		$4.65M Buy
+136,710
New +$4.63M 0.33% 46

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 $3.38T AUM 44.17% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Triasima Portfolio Management's UNM Position: Q3 2025 in Review

Triasima Portfolio Management sold out of Unum (UNM) in Q3 2025, closing a stake of 55,290 shares — an estimated $4.47M sold.

Triasima Portfolio Management first reported a position in UNM in Q2 2022 and held it in 9 quarters. The position peaked at $10.7M in Q4 2022. 674 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

  • Triasima Portfolio Management reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
  • Triasima Portfolio Management sold 55,290 Unum shares in Q3 2025, an estimated $4.47M.
  • Triasima Portfolio Management first reported a position in Unum in Q2 2022 and held it in 9 quarters.
  • Triasima Portfolio Management's Unum position peaked at $10.7M in Q4 2022.
  • 674 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Triasima Portfolio Management's 13F filing for Q3 2025, filed 29 Oct 2025.