Viking Fund Management
UNM icon

Viking Fund Management’s Unum UNM Stock Holding History

Viking Fund 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
2026
Q3 		$6.14M Hold
70,000
– – 0.54% 67
2026
Q2 		$6.26M Hold
70,000
– – 0.56% 65
2026
Q1 		$5.11M Hold
70,000
– – 0.52% 65
2025
Q4 		$5.42M Hold
70,000
– – 0.63% 59
2025
Q3 		$5.44M Hold
70,000
– – 0.66% 55
2025
Q2 		$5.65M Hold
70,000
– – 0.78% 50
2025
Q1 		$5.7M Hold
70,000
– – 0.82% 49
2024
Q4 		$5.11M Buy
+70,000
New +$4.83M 0.8% 49

Other funds holding UNM

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Viking Fund Management's UNM Position: Q3 2026 in Review

Viking Fund Management held its Unum (UNM) position steady in Q3 2026 at 70,000 shares worth $6.14M. The position accounts for 0.54% of the portfolio, ranked #67.

Viking Fund Management first reported a position in UNM in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.26M in Q2 2026. 560 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Viking Fund Management held 70,000 shares of Unum worth $6.14M as of Q3 2026.
  • Viking Fund Management left its Unum share count unchanged in Q3 2026.
  • Unum made up 0.54% of Viking Fund Management's portfolio in Q3 2026, its #67 holding.
  • Viking Fund Management first reported a position in Unum in Q4 2024 and has held it in 8 quarters since.
  • Viking Fund Management's Unum position peaked at $6.26M in Q2 2026.
  • 560 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Viking Fund Management's 13F filing for Q3 2026, filed 14 Oct 2026.