Bridgewater Associates (Ray Dalio) — UNM Trade History
Quarter-by-quarter changes in the UNUM GROUP position · CUSIP 91529Y106
Currently held · 5.3 YearsFirst seen: 2018 Q2
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Reduce | 226,541 | -20,686 | -8.4% | $20.3M | 0.08% |
| 2026 Q1 | 2026-05-15 | Add | 247,227 | 5,813 | +2.4% | $18.1M | 0.08% |
| 2025 Q4 | 2026-02-13 | Reduce | 241,414 | -194,670 | -44.6% | $18.7M | 0.07% |
| 2025 Q3 | 2025-11-13 | Reduce | 436,084 | -125,800 | -22.4% | $33.9M | 0.13% |
| 2025 Q2 | 2025-08-13 | Add | 561,884 | 39,625 | +7.6% | $45.4M | 0.18% |
| 2025 Q1 | 2025-05-14 | Add | 522,259 | 182,628 | +53.8% | $42.5M | 0.20% |
| 2024 Q4 | 2025-02-13 | Add | 339,631 | 113,482 | +50.2% | $24.8M | 0.11% |
| 2024 Q3 | 2024-11-13 | Add | 226,149 | 54,880 | +32.0% | $13.4M | 0.08% |
| 2024 Q2 | 2024-08-14 | Add | 171,269 | 65,068 | +61.3% | $8.8M | 0.05% |
| 2024 Q1 | 2024-05-14 | Reduce | 106,201 | -1,154 | -1.1% | $5.7M | 0.03% |
| 2023 Q4 | 2024-02-14 | Add | 107,355 | 6,377 | +6.3% | $4.9M | 0.03% |
| 2023 Q3 | 2023-11-13 | Add | 100,978 | 28,157 | +38.7% | $5.0M | 0.03% |
| 2023 Q2 | 2023-08-11 | Add | 72,821 | 120 | +0.2% | $3.5M | 0.02% |
| 2023 Q1 | 2023-05-12 | Reduce | 72,701 | -34,794 | -32.4% | $2.9M | 0.02% |
| 2022 Q4 | 2023-02-13 | Add | 107,495 | 25,826 | +31.6% | $4.4M | 0.02% |
| 2022 Q3 | 2022-11-10 | Reduce | 81,669 | -4,485 | -5.2% | $3.2M | 0.02% |
| 2022 Q2 | 2022-08-11 | Add | 86,154 | 49,191 | +133.1% | $2.9M | 0.01% |
| 2022 Q1 | 2022-05-13 | Add | 36,963 | 18,823 | +103.8% | $1.2M | 0.01% |
| 2021 Q4 | 2022-02-14 | Reduce | 18,140 | -2,796 | -13.4% | $446.0K | 0.00% |
| 2021 Q3 | 2021-11-12 | Add | 20,936 | 698 | +3.4% | $525.0K | 0.00% |
| 2021 Q2 | 2021-08-13 | New | 20,238 | 20,238 | — | $575.0K | 0.00% |
| 2021 Q1 | 2021-05-14 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-12 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-13 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-12 | Sold out | — | -11,098 | -100.0% | — | — |
| 2020 Q1 | 2020-05-14 | New | 11,098 | 11,098 | — | $167.0K | 0.00% |
| 2019 Q4 | 2020-02-13 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-13 | Sold out | — | -17,520 | -100.0% | — | — |
| 2019 Q2 | 2019-08-13 | New | 17,520 | 17,520 | — | $588.0K | 0.01% |
| 2019 Q1 | 2019-05-14 | Sold out | — | -55,152 | -100.0% | — | — |
| 2018 Q4 | 2019-02-13 | New | 55,152 | 55,152 | — | $1.6M | 0.01% |
| 2018 Q3 | 2018-11-13 | — | — | — | — | — | — |
| 2018 Q1 | 2018-08-13 | Sold out | — | -13,001 | -100.0% | — | — |
| 2018 Q2 | 2018-08-13 | New | 13,001 | 13,001 | — | $481.0K | 0.01% |
| 2017 Q4 | 2018-02-13 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-13 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-10 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-11 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-10 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-09 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.