SummitTX Capital, L.P.

Position in UNM — Unum Group

CIK 2052310 FORT WORTH, TX

Position in UNM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,995,855

-$115,734 QoQ

Shares Held

22,325

-22.8% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#248

of 754 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SummitTX Capital, L.P. holds $5,962,546 across 3 Insurance - Life names. UNM ranks #2 (33.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNC	Lincoln National Corp	89,768	$3,173,298
2	UNM	Unum Group This page	22,325	$1,995,855
3	PRU	Prudential Financial Inc	7,351	$793,393

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,995,855	22,325	-22.8%	Shares	Sole	2026-08-14
2026-03-31	$2,111,589	28,914	+332.1%	Shares	Sole	2026-05-15
2025-09-30	$520,503	6,692	+11.3%	Shares	Defined	2025-11-14
2025-06-30	$485,609	6,013	+21.3%	Shares	Defined	2025-08-14
2025-03-31	$403,960	4,959	—	Shares	Defined	2025-05-15
No filing history on record for this holder in this stock.