TwinBeech Capital’s Unum UNM Stock Holding History

TwinBeech 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
2026 Q1	–	Sell	-52,160	Closed	-$4.04M	–	838
2025 Q4	$4.04M	Buy	+52,160	New	+$3.99M	0.29%	105
2025 Q3	–	Sell	-69,588	Closed	-$5.62M	–	862
2025 Q2	$5.62M	Buy	69,588 +33,576	+93%	+$2.65M	0.13%	193
2025 Q1	$2.93M	Buy	+36,012	New	+$2.78M	0.05%	337
2024 Q4	–	Sell	-165,249	Closed	-$9.82M	–	936
2024 Q3	$9.82M	Buy	+165,249	New	+$8.97M	0.19%	146
2024 Q1	–	Sell	-13,783	Closed	-$623K	–	865
2023 Q4	$623K	Sell	13,783 -277,172	-95%	-$12.6M	0.01%	533
2023 Q3	$14.3M	Buy	+290,955	New	+$14.2M	0.27%	104
2022 Q1	–	Sell	-103,846	Closed	-$2.55M	–	746
2021 Q4	$2.55M	Sell	103,846 -7,183	-6%	-$184K	0.15%	189
2021 Q3	$2.78M	Buy	+111,029	New	+$2.94M	0.2%	164
2021 Q1	–	Sell	-23,805	Closed	-$546K	–	682
2020 Q4	$546K	Buy	+23,805	New	+$492K	0.09%	270

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

TwinBeech Capital's UNM Position: Q1 2026 in Review

TwinBeech Capital sold out of Unum (UNM) in Q1 2026, closing a stake of 52,160 shares — an estimated $4.04M sold.

TwinBeech Capital first reported a position in UNM in Q4 2020 and held it in 9 quarters. The position peaked at $14.3M in Q3 2023. 698 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

TwinBeech Capital reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 52,160 Unum shares in Q1 2026, an estimated $4.04M.
TwinBeech Capital first reported a position in Unum in Q4 2020 and held it in 9 quarters.
TwinBeech Capital's Unum position peaked at $14.3M in Q3 2023.
698 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.