Position in UNM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$112,197,741
+$57,889,771 QoQ
Shares Held
1,536,324
+119.2% QoQ
Ownership
0.962%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Derivatives in UNM
reported options exposure · as of Sep 30, 2025CallValue
$17,500,500
CallShares
225,000
PutValue
$21,482,836
PutShares
276,200
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, 2026Balyasny Asset Management L.P. holds $269,072,257 across 14 Insurance - Life names. UNM ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
This page
|
1,536,324 | $112,197,741 | |
| 2 | LNC |
Lincoln National Corp
|
2,085,619 | $74,039,474 | |
| 3 | BHF |
Brighthouse Financial, Inc.
|
365,131 | $21,864,044 | |
| 4 | GL |
Globe Life Inc.
|
122,318 | $17,022,996 | |
| 5 | JXN |
Jackson Financial Inc.
|
152,760 | $16,149,787 | |
| 6 | AFL |
Aflac Inc
|
95,273 | $10,452,400 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
236,015 | $9,690,775 | |
| 8 | FG |
F&G Annuities & Life, Inc.
|
160,248 | $4,057,479 |
All Filings in UNM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $112,197,741 | 1,536,324 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $54,307,970 | 700,748 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $45,367,751 | 583,283 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $21,482,836 | 276,200 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $17,500,500 | 225,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $82,045,779 | 1,015,921 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $121,682,015 | 1,493,764 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $113,962,438 | 1,560,488 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $458,916 | 8,979 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $1,037,120 | 22,935 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,753,852 | 55,984 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $30,782,956 | 645,345 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $34,013,608 | 859,798 | Shares | Other | 2023-05-15 | |
| 2022-06-30 | $1,553,624 | 45,668 | Shares | Other | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||