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WPG Advisers’s Unum UNM Stock Holding History

WPG 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
2026
Q2 		$116K Buy
1,301
+145
+13% +$12K 0.07% 171
2026
Q1 		$84.4K Sell
1,156
-175
-13% -$13.1K 0.06% 174
2025
Q4 		$103K Buy
1,331
+33
+3% +$2.52K 0.08% 162
2025
Q3 		$101K Sell
1,298
-31
-2% -$2.32K 0.08% 157
2025
Q2 		$107K Buy
1,329
+366
+38% +$28.9K 0.09% 144
2025
Q1 		$78.4K Buy
963
+56
+6% +$4.32K 0.07% 188
2024
Q4 		$66.2K Buy
+907
New +$62.5K 0.06% 237

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

WPG Advisers's UNM Position: Q2 2026 in Review

WPG Advisers increased its Unum (UNM) stake by 13% in Q2 2026, buying an estimated $12K and bringing the position to 1,301 shares worth $116K. The position accounts for 0.07% of the portfolio, ranked #171.

WPG Advisers first reported a position in UNM in Q4 2024 and has held it in 7 quarters since. 388 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • WPG Advisers held 1,301 shares of Unum worth $116K as of Q2 2026.
  • WPG Advisers bought 145 Unum shares in Q2 2026, an estimated $12K.
  • Unum made up 0.07% of WPG Advisers's portfolio in Q2 2026, its #171 holding.
  • WPG Advisers first reported a position in Unum in Q4 2024 and has held it in 7 quarters since.
  • 388 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.