UNM β€” UNUM GROUP COM

Ownership history in Dorsey Wright & Associates  Β·  16 quarters on record

AI Ownership Summary

Dorsey Wright & Associates reported UNUM GROUP COM (UNM) in 16 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 1.51% in 2025 Q2. The latest visible filing shows UNM at 0.04% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dorsey Wright & Associates'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
2025 Q3

UNM was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.51% 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
2023 Q3 to 2025 Q3

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 Dorsey Wright & Associates held UNM β€” position size vs. price
% of Fund (quarterly)    UNM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 2,580 -76,122 -96.7% 0.04% $201K 2025-11-18 $76.26
2025 Q2 ADDED 78,702 +54,207 +221.3% 1.51% $6.4M 2025-08-11 $68.56
2025 Q1 REDUCED 24,495 -69,029 -73.8% 0.51% $2.0M 2025-05-06 $78.08
2023 Q4 REDUCED 93,524 -3,320 -3.4% 1.29% $4.2M 2024-02-13 $45.66
2023 Q3 ADDED 96,844 +167 +0.2% 1.48% $4.8M 2023-11-07 $41.17
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Dorsey Wright & Associates and UNM

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

How long has Dorsey Wright & Associates reported owning UNM?

Dorsey Wright & Associates reported UNM across 5 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported UNM position in Dorsey Wright & Associates's portfolio?

The largest reported portfolio weight for UNM was 1.51% in 2025 Q2.

What is the latest reported UNM position on this page?

The most recent filing on this page is 2025 Q3, when Dorsey Wright & Associates reported 2,580 shares, equal to 0.04% of portfolio, with an estimated market value of $201K.

What does the chart on this UNM ownership page compare?

The chart compares Dorsey Wright & Associates'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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