Position in UNM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$76,164,666
+$34,083,562 QoQ
Shares Held
1,042,923
+92.1% QoQ
Ownership
0.653%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 99.77582237614857.ToString("F0")%
Shared 0.ToString("F0")%
None 0.22417762385142526.ToString("F0")%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Derivatives in UNM
reported options exposure · as of Dec 31, 2023CallValue
$1,844,976
CallShares
40,800
PutValue
$7,777,840
PutShares
172,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Life
Financial Services · as of Mar 31, 2026D. E. Shaw & Co., Inc. holds $238,635,114 across 13 Insurance - Life names. UNM ranks #1 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
This page
|
1,042,923 | $76,164,666 | |
| 2 | GNW |
Genworth Financial Inc
|
5,887,352 | $47,805,297 | |
| 3 | LNC |
Lincoln National Corp
|
612,706 | $21,751,063 | |
| 4 | PRU |
Prudential Financial Inc
|
215,724 | $21,074,077 | |
| 5 | PRI |
Primerica, Inc.
|
72,013 | $18,037,816 | |
| 6 | MFC |
Manulife Financial Corp
|
418,347 | $14,407,870 | |
| 7 | AFL |
Aflac Inc
|
102,353 | $11,229,146 | |
| 8 | JXN |
Jackson Financial Inc.
|
91,056 | $9,626,440 |
All Filings in UNM
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $76,164,666 | 1,042,923 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $42,081,104 | 542,982 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,744,753 | 73,859 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,369,336 | 29,338 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,106,555 | 25,860 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,166,068 | 70,739 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $27,839,674 | 468,366 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $35,198,587 | 688,683 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $37,926,618 | 706,795 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,844,976 | 40,800 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $7,777,840 | 172,000 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $45,967,666 | 1,016,534 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,202,383 | 105,761 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $2,006,952 | 40,800 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $9,783,891 | 198,900 | Put | Defined | 2023-11-14 | |
| 2023-06-30 | $1,946,160 | 40,800 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $9,487,530 | 198,900 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $6,779,791 | 142,134 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,405,248 | 60,800 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $1,614,048 | 40,800 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $1,609,221 | 40,678 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $276,624 | 6,742 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $2,494,624 | 60,800 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $4,226,090 | 103,000 | Call | Defined | 2023-02-14 | |
| 2022-09-30 | $1,043,720 | 26,900 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $3,996,400 | 103,000 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $2,116,044 | 62,200 | Call | Defined | 2022-08-15 | |
| 2022-03-31 | $1,141,418 | 36,224 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $27,599,112 | 1,123,285 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,450,646 | 417,025 | Shares | Defined | 2021-11-15 | |
| 2020-12-31 | $2,993,761 | 130,504 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $673,200 | 40,000 | Put | Defined | 2020-11-16 | |
| 2020-09-30 | $9,433,988 | 560,546 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $15,001,987 | 904,279 | Shares | Defined | 2020-08-14 | |
| 2020-06-30 | $978,810 | 59,000 | Put | Defined | 2020-08-14 | |
| 2020-06-30 | $829,500 | 50,000 | Call | Defined | 2020-08-14 | |
| 2020-03-31 | $17,718,733 | 1,180,462 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||