Zurich Insurance Group’s Unum UNM Stock Holding History

Zurich Insurance 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
2026 Q2	$61.8M	Buy	691,751 +126,156	+22%	+$10.5M	0.43%	60
2026 Q1	$41.3M	Sell	565,595 -193,895	-26%	-$14.5M	0.32%	87
2025 Q4	$58.9M	Buy	+759,490	New	+$58.1M	0.41%	69
2025 Q3	–	Sell	-673,801	Closed	-$54.4M	–	330
2025 Q2	$54.4M	Sell	673,801 -284,374	-30%	-$22.5M	0.42%	65
2025 Q1	$78.1M	Sell	958,175 -482,315	-33%	-$37.2M	0.63%	50
2024 Q4	$105M	Buy	+1,440,490	New	+$99.3M	0.86%	24
2018 Q4	–	Sell	-25,300	Closed	-$988K	–	526
2018 Q3	$988K	Hold	25,300	–	–	0.02%	375
2018 Q2	$936K	Buy	+25,300	New	+$1.06M	0.02%	404
2018 Q1	–	Sell	-21,548	Closed	-$1.18M	–	582
2017 Q4	$1.18M	Sell	21,548 -8,251	-28%	-$443K	0.03%	479
2017 Q3	$1.52M	Sell	29,799 -813	-3%	-$39.7K	0.04%	440
2017 Q2	$1.43M	Buy	+30,612	New	+$1.41M	0.04%	452
2017 Q1	–	Sell	-28,802	Closed	-$1.26M	–	526
2016 Q4	$1.26M	Sell	28,802 -15,455	-35%	-$618K	0.04%	382
2016 Q3	$1.56M	Buy	+44,257	New	+$1.5M	0.05%	327

Other funds holding UNM

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

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Zurich Insurance Group's UNM Position: Q2 2026 in Review

Zurich Insurance Group increased its Unum (UNM) stake by 22% in Q2 2026, buying an estimated $10.5M and bringing the position to 691,751 shares worth $61.8M. The position accounts for 0.43% of the portfolio, ranked #60.

Zurich Insurance Group first reported a position in UNM in Q3 2016 and has held it in 13 quarters since. The position peaked at $105M in Q4 2024. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Zurich Insurance Group held 691,751 shares of Unum worth $61.8M as of Q2 2026.
Zurich Insurance Group bought 126,156 Unum shares in Q2 2026, an estimated $10.5M.
Unum made up 0.43% of Zurich Insurance Group's portfolio in Q2 2026, its #60 holding.
Zurich Insurance Group first reported a position in Unum in Q3 2016 and has held it in 13 quarters since.
Zurich Insurance Group's Unum position peaked at $105M in Q4 2024.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Zurich Insurance Group's 13F filing for Q2 2026, filed 14 Aug 2026.