Position in UNM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$115,513,594
+$18,856,447 QoQ
Shares Held
1,581,728
+26.8% QoQ
Ownership
0.990%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.14713528495417.ToString("F0")%
Shared 0.ToString("F0")%
None 0.8528647150458233.ToString("F0")%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Derivatives in UNM
reported options exposure · as of Mar 31, 2022CallValue
$25,208,000
CallShares
800,000
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 Mar 31, 2026GOLDMAN SACHS GROUP INC holds $2,227,995,459 across 17 Insurance - Life names. UNM ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
5,100,250 | $498,243,420 | |
| 2 | AFL |
Aflac Inc
|
4,131,438 | $453,260,061 | |
| 3 | MET |
Metlife Inc
|
6,208,759 | $439,083,434 | |
| 4 | JXN |
Jackson Financial Inc.
|
1,624,910 | $171,785,484 | |
| 5 | MFC |
Manulife Financial Corp
|
4,687,316 | $161,431,161 | |
| 6 | UNM |
Unum Group
This page
|
1,581,728 | $115,513,594 | |
| 7 | GL |
Globe Life Inc.
|
677,851 | $94,336,521 | |
| 8 | PUK |
Prudential PLC
|
2,751,313 | $78,219,828 |
All Filings in UNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $115,513,594 | 1,581,728 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $96,657,147 | 1,247,189 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $117,405,563 | 1,509,457 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $123,102,547 | 1,524,301 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $128,981,889 | 1,583,377 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $138,807,609 | 1,900,693 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $128,332,562 | 2,159,027 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $113,929,453 | 2,229,103 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $102,472,138 | 1,909,656 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $91,225,334 | 2,017,367 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $84,882,754 | 1,725,610 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $82,780,725 | 1,735,445 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $69,904,971 | 1,767,062 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $101,301,919 | 2,468,972 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $103,274,735 | 2,661,720 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $89,897,407 | 2,642,487 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $80,685,576 | 2,560,634 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $25,208,000 | 800,000 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $62,464,408 | 2,542,304 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $43,827,357 | 1,748,897 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $42,721,124 | 1,504,265 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $33,549,815 | 1,205,527 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $32,381,345 | 1,411,567 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $42,133,096 | 2,503,452 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $61,144,550 | 3,685,627 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $54,456,908 | 3,628,042 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||