Lingohr Asset Management GmbH UNM — UNUM GROUP CS

Ownership history in Lingohr Asset Management GmbH  ·  44 quarters on record

AI Ownership Summary

Lingohr Asset Management GmbH reported UNUM GROUP CS (UNM) in 44 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 2.12% in 2024 Q3. The latest visible filing shows UNM at 1.00% 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 Lingohr Asset Management GmbH's position in UNUM GROUP CS, 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 Q2

UNM was reported at 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.12% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 to 2025 Q2

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.

UNM stock page Lingohr Asset Management GmbH fund profile Lingohr Asset Management GmbH full holdings
How Lingohr Asset Management GmbH 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 90.7% -3.6% ✅ 6,795 -66,583 -90.7% 1.00% $549K 2025-07-08 $79.04
2025 Q1 ADDED — — — 73,378 +62,787 +592.8% 1.49% $5.9M 2025-05-12 $78.96
2024 Q4 REDUCED 28.7% +12.2% ❌ 10,591 -4,253 -28.7% 1.59% $769K 2025-02-11 $73.00
2024 Q3 ADDED — — — 14,844 +300 +2.1% 2.12% $876K 2024-11-08 $67.05
2024 Q2 UNCHANGED — — — 14,544 — 0% 1.84% $737K 2024-08-12 $51.24
2024 Q1 ADDED — — — 14,544 +53 +0.4% 1.94% $775K 2024-05-14 $50.40
2023 Q4 UNCHANGED — — — 14,491 — 0% 1.48% $650K 2024-02-14 $45.79
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UNM

As of 2026 Q1 — sorted by position size

Barnett & Company, Inc. 3Y 7Y 6.93% GRACE & WHITE INC /NY 3Y 7Y 6.3% ALGEBRIS (UK) LTD 3Y 7Y 4.98% Gillson Capital LP 3Y 7Y 2.23% Silver Lake Advisory, LLC 3Y 7Y 2.13% McGowan Group Asset Management, Inc. 3Y 7Y 1.75% DONALD SMITH & CO., INC. 3Y 7Y 1.74% Weaver C. Barksdale & Associates, Inc. 3Y 7Y 1.58% NEW VERNON INVESTMENT MANAGEMENT LLC 3Y 7Y 1.54% FULCRUM WEALTH ADVISORS, LLC 1.52%

FAQ About Lingohr Asset Management GmbH and UNM

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

How long has Lingohr Asset Management GmbH reported owning UNM?

Lingohr Asset Management GmbH reported UNM across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported UNM position in Lingohr Asset Management GmbH's portfolio?

The largest reported portfolio weight for UNM was 2.12% in 2024 Q3.

What is the latest reported UNM position on this page?

The most recent filing on this page is 2025 Q2, when Lingohr Asset Management GmbH reported 6,795 shares, equal to 1.00% of portfolio, with an estimated market value of $549K.

What does the chart on this UNM ownership page compare?

The chart compares Lingohr Asset Management GmbH'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.

How well did Lingohr Asset Management GmbH time their UNM position?

Based on 13F filing dates vs. subsequent UNM price moves, Lingohr Asset Management GmbH correctly timed 15 out of 35 reported position changes (43%). The annualised alpha on UNM relative to SPY over the holding period was +1.4%.

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