Position in UNM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,521,285
+$561,830 QoQ
Shares Held
198,840
+10.4% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2025CallValue
$1,963,186
CallShares
24,100
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 Mar 31, 2026BARCLAYS PLC holds $474,929,096 across 17 Insurance - Life names. UNM ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
1,289,092 | $141,426,282 | |
| 2 | MET |
Metlife Inc
|
1,643,804 | $116,249,818 | |
| 3 | PRU |
Prudential Financial Inc
|
885,370 | $86,491,794 | |
| 4 | GL |
Globe Life Inc.
|
319,274 | $44,433,361 | |
| 5 | MFC |
Manulife Financial Corp
|
961,748 | $33,122,599 | |
| 6 | UNM |
Unum Group
This page
|
198,840 | $14,521,285 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
294,834 | $12,105,882 | |
| 8 | JXN |
Jackson Financial Inc.
|
103,978 | $10,992,553 |
All Filings in UNM
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,521,285 | 198,840 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $13,959,455 | 180,122 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $26,183,080 | 336,630 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $14,259,873 | 176,571 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $1,963,186 | 24,100 | Call | Sole | 2026-03-17 | |
| 2025-03-31 | $21,233,280 | 260,659 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $36,415,532 | 498,638 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $2,972,000 | 50,000 | Call | Sole | 2026-03-31 | |
| 2024-09-30 | $12,013,953 | 202,119 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $2,555,500 | 50,000 | Call | Sole | 2026-03-23 | |
| 2024-06-30 | $11,700,662 | 228,931 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $19,818,730 | 369,339 | Shares | Defined | 2026-03-24 | |
| 2023-12-31 | $11,430,756 | 252,781 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $8,709,433 | 177,057 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $15,359,543 | 322,003 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $9,167,831 | 231,745 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $7,010,015 | 170,851 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $7,761,551 | 200,040 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,887,758 | 261,251 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,725,717 | 276,919 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,780,704 | 316,675 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $14,156,944 | 564,922 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $12,387,227 | 436,170 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $14,825,430 | 532,714 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $7,777,783 | 339,049 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,228,974 | 251,276 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,066,049 | 365,645 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $6,195,496 | 412,758 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||