Position in UNM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$593,616
-$493,941 QoQ
Shares Held
6,640
-52.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#390
of 754 holders
Holding Since
Jun 2020
14 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 Dec 31, 2021CallValue
$294,840
CallShares
12,000
PutValue
$1,724,814
PutShares
70,200
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, 2026CAPSTONE INVESTMENT ADVISORS, LLC holds $9,085,989 across 9 Insurance - Life names. UNM ranks #8 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
34,812 | $1,410,234 | |
| 2 | CNO |
CNO Financial Group, Inc.
|
27,063 | $1,379,671 | |
| 3 | GL |
Globe Life Inc.
|
7,426 | $1,326,877 | |
| 4 | PRU |
Prudential Financial Inc
|
9,771 | $1,054,584 | |
| 5 | MET |
Metlife Inc
|
12,332 | $1,043,410 | |
| 6 | PRI |
Primerica, Inc.
|
3,450 | $980,490 | |
| 7 | GNW |
Genworth Financial Inc
|
79,365 | $751,586 | |
| 8 | UNM |
Unum Group
This page
|
6,640 | $593,616 |
All Filings in UNM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,616 | 6,640 | Shares | Defined | 2026-08-17 | |
| 2025-12-31 | $1,087,557 | 14,033 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $271,452 | 3,490 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $485,448 | 6,011 | Shares | Defined | 2025-08-14 | |
| 2024-09-30 | $346,119 | 5,823 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $475,680 | 9,307 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $419,295 | 8,524 | Shares | Sole | 2023-11-13 | |
| 2021-12-31 | $294,840 | 12,000 | Call | Sole | 2022-02-11 | |
| 2021-12-31 | $1,724,814 | 70,200 | Put | Sole | 2022-02-11 | |
| 2021-12-31 | $715,011 | 29,101 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $758,090 | 30,251 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $2,047,402 | 81,700 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $305,732 | 12,200 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $23,515 | 828 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $621,960 | 21,900 | Call | Sole | 2022-02-11 | |
| 2021-06-30 | $2,237,920 | 78,800 | Put | Sole | 2022-02-11 | |
| 2021-03-31 | $1,093,719 | 39,300 | Put | Sole | 2022-02-11 | |
| 2021-03-31 | $208,725 | 7,500 | Call | Sole | 2022-02-11 | |
| 2020-12-31 | $467,976 | 20,400 | Put | Sole | 2021-06-21 | |
| 2020-12-31 | $110,112 | 4,800 | Call | Sole | 2021-06-21 | |
| 2020-12-31 | $47,439 | 2,068 | Shares | Sole | 2021-06-21 | |
| 2020-09-30 | $117,810 | 7,000 | Call | Sole | 2021-06-21 | |
| 2020-09-30 | $486,387 | 28,900 | Put | Sole | 2021-06-21 | |
| 2020-06-30 | $301,938 | 18,200 | Put | Sole | 2021-06-21 | |
| No filing history on record for this holder in this stock. | ||||||