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UNM in the 13F filings

Unum Group · CUSIP 91529Y106

Sector · InsuranceTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
32
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 11 listed it in both
Shares listed
21,650,526
combined, among listed positions
Reported value
$1.7bn
combined, at the quarter end

Among the 92 comparable managers: 23 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +2,549,745.

Managers listing UNM in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

32 of 32 holders

ActionFiling
Fidelity (FMR LLC)7,431,736$576munder 0.1%Added+259,22917 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC2,153,499$167m0.09%Trimmed-185,79017 Feb 2026 (the filing on sec.gov)
Invesco Ltd1,647,035$128munder 0.1%Trimmed-22,19319 Feb 2026 (the filing on sec.gov)
Woodline Partners LP1,412,830$109m0.42%Added+747,66517 Feb 2026 (the filing on sec.gov)
Millennium Management LLC984,384$76munder 0.1%Trimmed-80,78717 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP767,720$59m0.07%Added+735,69217 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC700,748$54m0.07%Added+117,46517 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC642,331$50m0.05%Added+302,92413 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP561,154$43munder 0.1%Added+468,77113 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC559,657$43munder 0.1%Added+75,01927 Oct 2026 (the filing on sec.gov)
D. E. Shaw & Co.542,982$42munder 0.1%Added+469,12317 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP521,352$40munder 0.1%Added+264,54513 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP509,814$40m0.06%Trimmed-354,67117 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC502,756$39munder 0.1%Added+392,89812 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP281,531$22m0.16%Added+5,68017 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP272,333$21munder 0.1%Added+42,57117 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC246,048$19m0.08%Added+100,83117 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP245,994$19munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP241,414$19m0.07%Trimmed-194,67013 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC239,127$19munder 0.1%Added+78,59717 Feb 2026 (the filing on sec.gov)
Man Group PLC224,791$17munder 0.1%Trimmed-18,88717 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp203,088$16munder 0.1%Added+56,62317 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP202,991$16m0.05%Added+75,01013 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc201,986$16munder 0.1%Added+8,76817 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd107,773$8.4munder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (5)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
13 in Q3 2024 to 17 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
UNM by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20137$1.3bnn.a.n.a.
Q3 20136$1.3bnn.a.n.a.
Q4 20139$1.5bnn.a.n.a.
Q1 20147$1.5bnn.a.n.a.
Q2 20149$1.6bnn.a.n.a.
Q3 201415$1.5bnn.a.n.a.
Q4 20148$1.6bnn.a.n.a.
Q1 201515$1.7bnn.a.n.a.
Q2 201513$1.7bnn.a.n.a.
Q3 201512$1.5bnn.a.n.a.
Q4 20159$1.5bnn.a.n.a.
Q1 20169$1.3bnn.a.n.a.
Q2 201613$1.3bnn.a.n.a.
Q3 20169$1.4bnn.a.n.a.
Q4 201614$1.8bnn.a.n.a.
Q1 20179$1.8bnn.a.n.a.
Q2 201712$1.9bnn.a.n.a.
Q3 201711$2.0bnn.a.n.a.
Q4 201716$2.1bnn.a.n.a.
Q1 201817$1.9bnn.a.n.a.
Q2 201816$1.3bnn.a.n.a.
Q3 201816$1.4bnn.a.n.a.
Q4 201813$1.1bnn.a.n.a.
Q1 201916$1.3bnn.a.n.a.
Q2 201918$1.4bnn.a.n.a.
Q3 201915$1.2bnn.a.n.a.
Q4 201916$1.2bnn.a.n.a.
Q1 202013$533mn.a.n.a.
Q2 202011$514mn.a.n.a.
Q3 202010$491mn.a.n.a.
Q4 202011$621mn.a.n.a.
Q1 20217$675mn.a.n.a.
Q2 20218$766mn.a.n.a.
Q3 202112$717mn.a.n.a.
Q4 20219$264mn.a.n.a.
Q1 202212$822mn.a.n.a.
Q2 202210$994mn.a.n.a.
Q3 202212$1.2bnn.a.n.a.
Q4 202213$1.2bnn.a.n.a.
Q1 202319$1.1bnn.a.n.a.
Q2 202315$1.3bnn.a.n.a.
Q3 202313$1.3bnn.a.n.a.
Q4 202314$1.1bn123
Q1 202415$1.5bn97
Q2 20249$1.3bn46
Q3 202413$1.4bn85
Q4 202416$1.4bn511
Q1 202516$1.3bn106
Q2 202514$1.2bn86
Q3 202513$1.1bn94
Q4 202515$1.2bn2313
Q1 202617$1.4bn2312
Q2 202617$1.9bn1717

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

UNM and V →UNM and AXP →UNM and BAC →Choose a stock to compare with UNM →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own UNM, latest filings →Back to the 13F Explorer →