MORGAN STANLEY

Position in UNM — Unum Group

CIK 895421 NEW YORK, NY

Back to UNM Full portfolio

Position in UNM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$243,516,698

-$9,130,973 QoQ

Shares Held

3,334,475

+2.3% QoQ

Ownership

2.09%

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 55.5982575967731.ToString("F0")% Shared 0.ToString("F0")% None 44.4017424032269.ToString("F0")%

Common Shares in UNM Over Time

Shares Held

Position Value (USD)

Position in Insurance - Life

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $3,765,343,638 across 18 Insurance - Life names. UNM ranks #6 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	7,901,444	$866,867,413
2	MET	Metlife Inc	11,120,757	$786,459,925
3	PRU	Prudential Financial Inc	6,154,554	$601,238,371
4	MFC	Manulife Financial Corp	10,429,680	$359,198,175
5	GL	Globe Life Inc.	1,931,878	$268,859,456
6	UNM	Unum Group This page	3,334,475	$243,516,698
7	PUK	Prudential PLC	5,104,557	$145,122,551
8	LNC	Lincoln National Corp	3,692,842	$131,095,887

All Filings in UNM

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$243,516,698	3,334,475	+2.3%	Shares	Defined	2026-05-15
2025-12-31	$252,647,671	3,259,970	-3.8%	Shares	Defined	2026-05-27
2025-09-30	$263,615,624	3,389,247	-12.5%	Shares	Defined	2026-05-27
2025-06-30	$312,752,702	3,872,619	+12.6%	Shares	Defined	2025-08-15
2025-03-31	$280,168,139	3,439,334	-9.0%	Shares	Defined	2025-05-15
2024-12-31	$275,872,644	3,777,525	+0.3%	Shares	Defined	2025-05-15
2024-09-30	$223,875,818	3,766,417	-6.4%	Shares	Defined	2025-05-14
2024-06-30	$205,629,578	4,023,275	-4.9%	Shares	Defined	2025-05-14
2024-03-31	$227,033,092	4,230,956	+4.6%	Shares	Defined	2024-10-17
2023-12-31	$182,955,638	4,045,901	+14.1%	Shares	Defined	2024-08-16
2023-09-30	$174,500,287	3,547,475	-4.9%	Shares	Defined	2023-11-15
2023-06-30	$177,914,127	3,729,856	+2.1%	Shares	Defined	2023-08-14
2023-03-31	$144,470,504	3,651,934	-7.5%	Shares	Defined	2023-05-15
2022-12-31	$162,026,232	3,948,970	-0.1%	Shares	Defined	2023-02-14
2022-09-30	$153,334,687	3,951,925	+3.0%	Shares	Defined	2022-11-14
2022-06-30	$130,506,261	3,836,163	+145.7%	Shares	Defined	2022-10-27
2022-03-31	$49,196,497	1,561,298	-10.1%	Shares	Defined	2022-10-27
2021-12-31	$42,672,338	1,736,766	+7.4%	Shares	Defined	2022-02-14
2021-09-30	$40,507,156	1,616,407	+1.6%	Shares	Defined	2021-11-15
2021-06-30	$45,188,402	1,591,141	-10.7%	Shares	Defined	2021-08-23
2021-03-31	$49,590,468	1,781,907	-28.3%	Shares	Defined	2021-05-17
2020-12-31	$57,035,145	2,486,275	+72.3%	Shares	Defined	2021-02-16
2020-09-30	$24,281,647	1,442,760	+8.1%	Shares	Defined	2020-11-13
2020-06-30	$22,143,683	1,334,761	+43.8%	Shares	Defined	2020-08-14
2020-03-31	$13,935,597	928,421	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.