Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$98,600,779
-$13,596,962 QoQ
Shares Held
1,102,917
-28.2% QoQ
Ownership
0.697%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#27
of 754 holders
Holding Since
Jun 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 Jun 30, 2026Balyasny Asset Management L.P. holds $228,821,495 across 12 Insurance - Life names. UNM ranks #1 (43.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
This page
|
1,102,917 | $98,600,779 | |
| 2 | JXN |
Jackson Financial Inc.
|
509,715 | $52,189,718 | |
| 3 | LNC |
Lincoln National Corp
|
1,383,992 | $48,924,117 | |
| 4 | BHF |
Brighthouse Financial, Inc.
|
265,374 | $16,798,174 | |
| 5 | PUK |
Prudential PLC
|
141,126 | $3,783,588 | |
| 6 | MFC |
Manulife Financial Corp
|
56,781 | $2,300,198 | |
| 7 | GL |
Globe Life Inc.
|
11,642 | $2,080,192 | |
| 8 | AFL |
Aflac Inc
|
10,392 | $1,218,462 |
All Filings in UNM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,600,779 | 1,102,917 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||