Position in UNM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$21,995,439
+$18,246,810 QoQ
Shares Held
246,034
+379.3% QoQ
Ownership
0.155%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#79
of 754 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Derivatives in UNM
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$815,676
PutShares
10,100
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, 2026CAPITAL FUND MANAGEMENT S.A. holds $164,956,610 across 10 Insurance - Life names. UNM ranks #4 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
517,521 | $43,787,451 | |
| 2 | AFL |
Aflac Inc
|
340,440 | $39,916,590 | |
| 3 | PRU |
Prudential Financial Inc
|
227,133 | $24,514,464 | |
| 4 | UNM |
Unum Group
This page
|
246,034 | $21,995,439 | |
| 5 | PRI |
Primerica, Inc.
|
26,214 | $7,450,018 | |
| 6 | GNW |
Genworth Financial Inc
|
720,638 | $6,824,441 | |
| 7 | JXN |
Jackson Financial Inc.
|
65,959 | $6,753,542 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
127,923 | $6,521,514 |
All Filings in UNM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,995,439 | 246,034 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,748,629 | 51,330 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,174,030 | 28,052 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,250,443 | 54,647 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $815,676 | 10,100 | Put | Sole | 2025-08-13 | |
| 2025-06-30 | $4,173,596 | 51,679 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,053,449 | 49,760 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,152,997 | 15,788 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $1,728,760 | 38,230 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $560,766 | 11,400 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $1,046,871 | 21,947 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,037,770 | 102,067 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $661,526 | 16,123 | Shares | Sole | 2023-02-13 | |
| 2022-12-31 | $656,480 | 16,000 | Put | Sole | 2023-02-13 | |
| 2022-06-30 | $882,172 | 25,931 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $328,145 | 10,414 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $660,490 | 26,882 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $526,184 | 20,997 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $1,657,854 | 110,450 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||