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Venturi Wealth Management’s Horace Mann Educators HMN Stock Holding History

Venturi Wealth Management’s Portfolio HMN Stock Details HMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,350
Closed -$92.2K – 1133
2024
Q4 		$92.2K Buy
+2,350
New +$91.8K ﹤0.01% 817

Other funds holding HMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's HMN Position: Q1 2025 in Review

Venturi Wealth Management sold out of Horace Mann Educators (HMN) in Q1 2025, closing a stake of 2,350 shares — an estimated $92.2K sold.

Venturi Wealth Management first reported a position in HMN in Q4 2024 and held it in 1 quarter. The position peaked at $92.2K in Q4 2024. 224 funds tracked by Wall St. Rank hold HMN as of Q1 2025.

  • Venturi Wealth Management reported no remaining Horace Mann Educators position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 2,350 Horace Mann Educators shares in Q1 2025, an estimated $92.2K.
  • Venturi Wealth Management first reported a position in Horace Mann Educators in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Horace Mann Educators position peaked at $92.2K in Q4 2024.
  • 224 funds tracked by Wall St. Rank held Horace Mann Educators as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.