Convergence Investment Partners, LLC

Position in UNM — Unum Group

CIK 1456133 PALM BEACH GARDENS, FL

Position in UNM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,636,735

+$511,959 QoQ

Shares Held

18,308

+26.6% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#274

of 754 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $6,716,296 across 2 Insurance - Life names. UNM ranks #2 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MET	Metlife Inc	60,035	$5,079,561
2	UNM	Unum Group This page	18,308	$1,636,735

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,636,735	18,308	+26.6%	Shares	Sole	2026-07-31
2025-09-30	$1,124,776	14,461	-0.2%	Shares	Sole	2025-11-04
2025-06-30	$1,169,727	14,484	-37.7%	Shares	Sole	2025-08-01
2025-03-31	$1,894,515	23,257	+31.1%	Shares	Sole	2025-05-06
2024-12-31	$1,295,333	17,737	+10.3%	Shares	Sole	2025-01-31
2024-09-30	$955,557	16,076	-2.7%	Shares	Sole	2024-10-29
2024-06-30	$844,132	16,516	-25.4%	Shares	Sole	2024-08-01
2024-03-31	$1,187,442	22,129	-3.1%	Shares	Sole	2024-05-03
2023-12-31	$1,032,689	22,837	-14.3%	Shares	Sole	2024-02-05
2023-09-30	$1,311,110	26,654	-3.1%	Shares	Sole	2023-11-02
2023-06-30	$1,311,511	27,495	-3.3%	Shares	Sole	2023-07-26
2023-03-31	$1,125,284	28,445	-19.9%	Shares	Sole	2023-05-09
2022-12-31	$1,456,975	35,510	+3.7%	Shares	Sole	2023-02-03
2022-09-30	$1,328,124	34,230	-0.7%	Shares	Sole	2022-11-08
2022-06-30	$1,172,227	34,457	-0.5%	Shares	Sole	2022-08-05
2021-09-30	$868,003	34,637	-29.6%	Shares	Sole	2021-10-25
2021-06-30	$1,396,797	49,183	+12.0%	Shares	Sole	2021-07-19
2021-03-31	$1,221,764	43,901	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.