Position in UNM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$584,240
-$1,110,056 QoQ
Shares Held
8,000
-65.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
7 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)
Derivatives in UNM
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$3,651,500
PutShares
50,000
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 Mar 31, 2026Caption Management, LLC holds $2,407,110 across 3 Insurance - Life names. UNM ranks #2 (24.3% of the industry book) .
All Filings in UNM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $584,240 | 8,000 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $3,651,500 | 50,000 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $1,694,296 | 23,200 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $65,384 | 1,100 | Shares | Sole | 2024-11-14 | |
| 2022-09-30 | $1,358,000 | 35,000 | Call | Sole | 2022-11-14 | |
| 2020-12-31 | $2,064,600 | 90,000 | Put | Sole | 2021-02-16 | |
| 2020-06-30 | $530,880 | 32,000 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $1,529,598 | 92,200 | Put | Sole | 2020-08-14 | |
| 2020-03-31 | $1,383,922 | 92,200 | Put | Sole | 2020-05-15 | |
| 2020-03-31 | $225,150 | 15,000 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||