Unum Group
UNM- Exchange
- NYSE
- Industry
- Accident & Health Insurance
- SEC CIK
- 0000005513
In the last 90 days, Unum Group insiders filed 0 open-market purchases and 3 sales; 766 institutions reported holding it in 13F filings for Q2 2026, worth $12.6B in total; Gardner Russo & Quinn is the only superinvestor holding it.
Other share classesUNMA
Q4 2023 vs. Q3 2023
How the institutions holding Unum Group changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 580 | 8 | 572 | 0 |
| Shares | 164.9M | 824.5K | 166.2M | +2.09M (+1.3%) |
| Value | $8.14B | $40.6M | $7.51B | −$588.4M (−7.3%) |
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (73)
Institutions that held Unum Group at the end of Q4 2023 but not at the end of Q3 2023.
Sold out (73)
Institutions that held Unum Group at the end of Q3 2023 and filed for Q4 2023 without it.
Not filed for Q4 2023 yet (8)
Institutions that held Unum Group at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Virginia Retirement Systems Et Al | 649,100 | $31.9M |
| BTC Capital Management, Inc. | 81,879 | $4.03M |
| Advisor Partners II, LLC | 59,257 | $2.91M |
| Pathstone Family Office, LLC | 20,525 | $1.01M |
| Newport Capital Group, LLC | 8,788 | $432.3K |
| Tiedemann Advisors, LLC | 4,579 | $225.2K |
| Steward Financial Group LLC | 230 | $11.0K |
| Sutton Wealth Advisors Inc. | 178 | $8.76K |