UNM UNUM Group Com

Ownership history in Bank & Trust Co  ·  8 quarters on record

AI Ownership Summary

Bank & Trust Co reported UNUM Group Com (UNM) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.2% in 2025 Q2. The latest visible filing shows UNM at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UNM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bank & Trust Co's position in UNUM Group Com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UNM was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bank & Trust Co held UNM — position size vs. price
% of Fund (quarterly)    UNM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 3,202 0% 0.16% $234K 2026-04-13 $77.20
2025 Q4 UNCHANGED 3,202 0% 0.18% $248K 2026-01-13 $78.85
2025 Q3 UNCHANGED 3,202 0% 0.18% $249K 2025-10-06 $77.70
2025 Q2 ADDED 3,202 +213 +7.1% 0.20% $259K 2025-07-14 $79.96
2025 Q1 UNCHANGED 2,989 0% 0.20% $243K 2025-04-09 $75.13
2024 Q4 UNCHANGED 2,989 0% 0.18% $218K 2025-01-07 $71.29
2024 Q3 ADDED 2,989 +155 +5.5% 0.14% $178K 2024-10-09 $59.51
2024 Q2 INITIATED 2,834 0.12% $145K 2024-07-08 $48.05

FAQ About Bank & Trust Co and UNM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bank & Trust Co reported owning UNM?

Bank & Trust Co reported UNM across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported UNM position in Bank & Trust Co's portfolio?

The largest reported portfolio weight for UNM was 0.20% in 2025 Q2.

What is the latest reported UNM position on this page?

The most recent filing on this page is 2026 Q1, when Bank & Trust Co reported 3,202 shares, equal to 0.16% of portfolio, with an estimated market value of $234K.

What does the chart on this UNM ownership page compare?

The chart compares Bank & Trust Co's quarterly UNM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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