Williamson Legacy Group’s Unum UNM Stock Holding History

Williamson Legacy Group’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	-11,527	Closed	-$931K	–	136
2025 Q2	$931K	Buy	+11,527	New	+$910K	0.78%	67

Other funds holding UNM

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

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

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

Williamson Legacy Group's UNM Position: Q3 2025 in Review

Williamson Legacy Group sold out of Unum (UNM) in Q3 2025, closing a stake of 11,527 shares — an estimated $931K sold.

Williamson Legacy Group first reported a position in UNM in Q2 2025 and held it in 1 quarter. The position peaked at $931K in Q2 2025. 673 funds tracked by Wall St. Rank hold UNM as of Q3 2025.

Williamson Legacy Group reported no remaining Unum position as of Q3 2025 after selling out during the quarter.
Williamson Legacy Group sold 11,527 Unum shares in Q3 2025, an estimated $931K.
Williamson Legacy Group first reported a position in Unum in Q2 2025 and held it in 1 quarter.
Williamson Legacy Group's Unum position peaked at $931K in Q2 2025.
673 funds tracked by Wall St. Rank held Unum as of Q3 2025.

Based on Williamson Legacy Group's 13F filing for Q3 2025, filed 14 Nov 2025.