Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,969,083
+$1,737,799 QoQ
Shares Held
111,511
-1.1% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#120
of 751 holders
Holding Since
Sep 2024
7 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 Mar 31, 2026CallValue
$6,499,670
CallShares
89,000
PutValue
$0
PutShares
0
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, 2026Lighthouse Investment Partners, LLC holds $30,373,966 across 6 Insurance - Life names. UNM ranks #1 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
This page
|
111,511 | $9,969,083 | |
| 2 | GL |
Globe Life Inc.
|
39,332 | $7,027,841 | |
| 3 | PRI |
Primerica, Inc.
|
23,156 | $6,580,935 | |
| 4 | JXN |
Jackson Financial Inc.
|
38,167 | $3,907,919 | |
| 5 | LNC |
Lincoln National Corp
|
65,878 | $2,328,787 | |
| 6 | PRU |
Prudential Financial Inc
|
5,183 | $559,401 |
All Filings in UNM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,969,083 | 111,511 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $8,231,284 | 112,711 | Shares | Defined | 2026-05-14 | |
| 2026-03-31 | $6,499,670 | 89,000 | Call | Defined | 2026-05-14 | |
| 2025-12-31 | $2,927,407 | 37,773 | Shares | Defined | 2026-02-17 | |
| 2025-06-30 | $23,750,546 | 294,088 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,940,220 | 48,370 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $10,999,851 | 150,621 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $14,462,524 | 243,313 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||