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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 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 12 Feb 2024
Managers listing it
14
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 9 listed it in both
Shares listed
25,050,202
combined, among listed positions
Reported value
$1.1bn
combined, at the quarter end

Among the 93 comparable managers: 12 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing UNM in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

14 of 14 holders

ActionFiling
Fidelity (FMR LLC)14,731,278$666m0.05%Added+2,145,6645 Nov 2026 (the filing on sec.gov)
AQR Capital Management LLC3,581,452$162m0.30%Added+35,68514 Feb 2024 (the filing on sec.gov)
Arrowstreet Capital LP1,652,731$75m0.08%Added+539,16814 Feb 2024 (the filing on sec.gov)
Two Sigma Advisers LP1,543,900$70m0.16%Added+616,30014 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP1,235,328$56m0.13%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Acadian Asset Management LLC823,085$37m0.14%Added+237,69613 Feb 2024 (the filing on sec.gov)
Man Group PLC596,355$27m0.08%Trimmed-24,32414 Feb 2024 (the filing on sec.gov)
Voloridge Investment Management LLC362,093$16m0.06%Newnew14 Feb 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC261,650$12m0.08%Trimmed-113,69814 Feb 2024 (the filing on sec.gov)
Quantbot Technologies LP113,390$5.1m0.30%Newnew14 Feb 2024 (the filing on sec.gov)
Bridgewater Associates LP107,355$4.9munder 0.1%Added+6,37714 Feb 2024 (the filing on sec.gov)
Eisler Capital Management Ltd23,360$1.1munder 0.1%Newnew13 Feb 2024 (the filing on sec.gov)
Winton Group Ltd11,381$515kunder 0.1%Added+24812 Feb 2024 (the filing on sec.gov)
Maverick Capital Ltd6,844$309kunder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, 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 (4)

Exited (1)

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 →