Virtus Investment Advisers’s Unum UNM Stock Holding History

Virtus Investment Advisers’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 Q1	–	Sell	-6,105	Closed	-$446K	–	683
2024 Q4	$446K	Hold	6,105	–	–	0.35%	101
2024 Q3	$363K	Hold	6,105	–	–	0.29%	111
2024 Q2	$312K	Sell	6,105 -2,900	-32%	-$150K	0.26%	119
2024 Q1	$483K	Sell	9,005 -5,820	-39%	-$284K	0.35%	83
2023 Q4	$670K	Sell	14,825 -9,502	-39%	-$433K	0.5%	50
2023 Q3	$1.2M	Hold	24,327	–	–	0.81%	31
2023 Q2	$1.16M	Buy	+24,327	New	+$1.06M	0.79%	27
2018 Q1	–	Sell	-13,532	Closed	-$743K	–	412
2017 Q4	$743K	Sell	13,532 -1,405	-9%	-$75.4K	0.08%	244
2017 Q3	$764K	Sell	14,937 -866	-5%	-$42.2K	0.08%	252
2017 Q2	$737K	Sell	15,803 -2,830	-15%	-$130K	0.07%	267
2017 Q1	$874K	Sell	18,633 -2,711	-13%	-$127K	0.08%	259
2016 Q4	$938K	Buy	21,344 +19,394	+995%	+$776K	0.07%	278
2016 Q3	$69K	Buy	+1,950	New	+$66K	﹤0.01%	512

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Virtus Investment Advisers's UNM Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Unum (UNM) in Q1 2025, closing a stake of 6,105 shares — an estimated $446K sold.

Virtus Investment Advisers first reported a position in UNM in Q3 2016 and held it in 13 quarters. The position peaked at $1.2M in Q3 2023. 725 funds tracked by Wall St. Rank hold UNM as of Q1 2025.

Virtus Investment Advisers reported no remaining Unum position as of Q1 2025 after selling out during the quarter.
Virtus Investment Advisers sold 6,105 Unum shares in Q1 2025, an estimated $446K.
Virtus Investment Advisers first reported a position in Unum in Q3 2016 and held it in 13 quarters.
Virtus Investment Advisers's Unum position peaked at $1.2M in Q3 2023.
725 funds tracked by Wall St. Rank held Unum as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.