HENNESSY ADVISORS INC

Position in UNM — Unum Group

CIK 1145255 NOVATO, CA

Position in UNM

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$6,536,185

-$640,315 QoQ

Shares Held

89,500

-3.3% QoQ

Ownership

0.056%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

6 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

HENNESSY ADVISORS INC holds $22,553,547 across 3 Insurance - Life names. UNM ranks #3 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BHF	Brighthouse Financial, Inc.	145,847	$8,733,318
2	CNO	CNO Financial Group, Inc.	177,400	$7,284,044
3	UNM	Unum Group This page	89,500	$6,536,185

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,536,185	89,500	-3.3%	Shares	Sole	2026-04-21
2025-12-31	$7,176,500	92,600	-6.1%	Shares	Sole	2026-01-27
2025-09-30	$7,669,108	98,600	-7.3%	Shares	Sole	2025-10-20
2025-06-30	$8,592,864	106,400	+0.4%	Shares	Sole	2025-07-21
2024-03-31	$5,687,960	106,000	+44.0%	Shares	Sole	2024-04-16
2023-12-31	$3,328,192	73,600	—	Shares	Sole	2024-03-14
No filing history on record for this holder in this stock.