Position in UNM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$68,963,689
+$14,728,724 QoQ
Shares Held
944,320
+34.9% QoQ
Ownership
0.591%
of shares outstanding
% of Portfolio
5.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026ALGEBRIS (UK) LTD holds $117,310,606 across 2 Insurance - Life names. UNM ranks #1 (58.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
This page
|
944,320 | $68,963,689 | |
| 2 | LNC |
Lincoln National Corp
|
1,361,885 | $48,346,917 |
All Filings in UNM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,963,689 | 944,320 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $54,234,965 | 699,806 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $30,292,432 | 389,463 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $16,071,966 | 199,009 | Shares | Defined | 2025-08-13 | |
| 2024-06-30 | $4,732,581 | 92,596 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,114,825 | 113,955 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $6,228,331 | 137,734 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $16,445,741 | 334,331 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,094,317 | 274,514 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $14,828,472 | 374,835 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||