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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Zurich Insurance Group's UNM Position: Q1 2026 in Review

Zurich Insurance Group reduced its Unum (UNM) stake by 26% in Q1 2026, selling an estimated $14.5M and leaving 565,595 shares worth $41.3M. The position accounts for 0.32% of the portfolio, ranked #87.

Zurich Insurance Group first reported a position in UNM in Q3 2016 and has held it in 12 quarters since. The position peaked at $105M in Q4 2024. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Zurich Insurance Group held 565,595 shares of Unum worth $41.3M as of Q1 2026.
Zurich Insurance Group sold 193,895 Unum shares in Q1 2026, an estimated $14.5M.
Unum made up 0.32% of Zurich Insurance Group's portfolio in Q1 2026, its #87 holding.
Zurich Insurance Group first reported a position in Unum in Q3 2016 and has held it in 12 quarters since.
Zurich Insurance Group's Unum position peaked at $105M in Q4 2024.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Zurich Insurance Group's 13F filing for Q1 2026, filed 15 May 2026.