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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

Q3 2025 vs. Q2 2025

How the institutions holding Unum Group changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of UNM: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders73611674−51
Shares151.9M13.9M133.2M−4.82M (−3.5%)
Value$12.3B$1.12B$10.4B−$786.1M (−7.1%)

11 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (55)

Institutions that held Unum Group at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to UNM in Q3 2025
InstitutionSharesValue% of portfolio
Squarepoint Ops LLC339,407$26.4M0.06%
Swedbank AB188,272$14.6M0.01%
Capitolis Liquid Global Markets LLC164,200$12.8M0.10%
Citadel Advisors LLC160,530$12.5M0.01%
AXA Investment Managers S.A.110,346$8.58M0.02%
Ieq Capital, LLC44,546$3.46M0.01%
Argent Trust Co38,517$3.00M0.11%
Point72 Asset Management, L.P.32,028$2.49M0.01%
Qsemble Capital Management, LP30,857$2.40M0.24%
Caxton Associates LLP25,015$1.95M0.05%
Quantbot Technologies LP22,553$1.75M0.05%
Polianta Ltd19,900$1.55M0.64%
Occudo Quantitative Strategies LP19,484$1.52M0.18%
Fox Run Management, L.L.C.17,929$1.39M0.22%
Entropy Technologies, LP13,264$1.03M0.08%
Winton Group Ltd12,154$945.3K0.04%
Wolverine Trading, LLC9,635$745.9K0.02%
Foundations Investment Advisors, LLC9,182$714.2K0.01%
Polymer Capital Management (US) LLC5,881$457.4K0.06%
First Horizon Corp5,805$451.5K0.02%
Credit Agricole S A5,286$411.1K0.00%
Numerai GP LLC5,267$409.7K0.06%
Voleon Capital Management LP5,061$393.6K0.01%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management4,833$375.9K0.01%
Encompass More Asset Management4,249$330.5K0.06%
Krilogy Financial LLC3,960$304.0K0.01%
XTX Topco Ltd3,752$291.8K0.02%
Centurion Wealth Management LLC3,750$291.7K0.07%
Buckingham Strategic Partners3,701$287.0K0.00%
Bayforest Capital Ltd3,422$266.2K0.13%
GDS Wealth Management2,967$230.8K0.02%
Capital Investment Advisors, LLC2,872$223.4K0.00%
Cresset Asset Management, LLC2,840$220.9K0.00%
Requisite Capital Management, LLC2,807$218.3K0.04%
NorthCrest Asset Manangement, LLC2,788$218.2K0.01%
Seven Mile Advisory2,611$203.1K0.03%
Atlantic Union Bankshares Corp1,900$147.8K0.00%
Westfuller Advisors, LLC1,427$111.0K0.05%
Center for Financial Planning, Inc.1,044$81.2K0.01%
Root Financial Partners, LLC983$76.5K0.00%
Pathway Financial Advisers, LLC769$59.6K0.02%
JPL Wealth Management, LLC728$56.6K0.01%
Kerr Financial Planning Corp278$21.2K0.03%
Salomon & Ludwin, LLC99$7.86K0.00%
Main Street Group, LTD101$7.86K0.00%
Transamerica Financial Advisors, Inc.87$6.70K0.00%
Wall Street Access Asset Management, LLC67$5.21K0.00%
Turning Point Benefit Group, Inc.32$2.50K0.00%
Retirement Wealth Solutions LLC28$2.18K0.00%
Cloud Capital Management, LLC35$2.00K0.00%
ZRC Wealth Management, LLC24$1.87K0.00%
IMG Wealth Management, Inc.14$1.09K0.00%
NBC Securities, Inc.11$8550.00%
Palisade Asset Management, LLC7$5450.00%
Seneschal Advisors, LLC3$2340.00%

Sold out (106)

Institutions that held Unum Group at the end of Q2 2025 and filed for Q3 2025 without it.

Showing the largest 100 of 106 by value.

Institutions that sold out of UNM in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Zurich Insurance Group Ltd673,801$54.4M
Qube Research & Technologies Ltd471,589$38.1M
Lighthouse Investment Partners, LLC294,088$23.8M
Boone Capital Management LLC281,790$22.8M
Renaissance Technologies LLC258,400$20.9M
Picton Mahoney Asset Management249,885$20.2M
Assenagon Asset Management S.A.226,493$18.3M
Schroder Investment Management Group205,889$16.6M
AXA S.A.201,228$16.3M
Brant Point Investment Management LLC89,453$7.22M
Empowered Funds, LLC86,665$7.00M
Boston Common Asset Management, LLC81,459$6.58M
Twinbeech Capital LP69,588$5.62M
TrueMark Investments, LLC62,694$5.06M
Triasima Portfolio Management inc.55,290$4.47M
Abn Amro Investment Solutions46,690$3.77M
Susquehanna Portfolio Strategies, LLC43,068$3.48M
Edgestream Partners, L.P.37,967$3.07M
ISAM Funds (UK) Ltd35,330$2.85M
Strategic Global Advisors, LLC30,414$2.46M
Jain Global LLC29,144$2.35M
Counterpoint Mutual Funds LLC28,786$2.32M
Y-Intercept (Hong Kong) Ltd24,729$2.00M
BI Asset Management Fondsmaeglerselskab A/S22,385$1.81M
Centiva Capital, LP18,537$1.50M
Dynamic Technology Lab Private Ltd18,510$1.50M
Point72 Hong Kong Ltd17,534$1.42M
Bridgewater Advisors Inc.17,031$1.38M
Westover Capital Advisors, LLC14,033$1.13M
Northwest & Ethical Investments L.P.14,034$1.13M
JSF Financial, LLC13,148$1.06M
Cubist Systematic Strategies, LLC12,613$1.02M
Moran Wealth Management, LLC12,139$980.3K
Williamson Legacy Group, LLC11,527$930.9K
Friedenthal Financial11,200$904.5K
Tounjian Advisory Partners, LLC10,874$885.7K
Exchange Traded Concepts, LLC10,155$820.1K
Petra Financial Advisors Inc9,716$784.7K
Hanlon Investment Management, Inc.8,446$682.1K
Jefferies Financial Group Inc.8,000$646.1K
Lingohr & Partner Asset Management GmbH6,795$549.0K
Readystate Asset Management LP6,680$539.5K
Roof Eidam & Maycock6,323$510.6K
Prossimo Advisors, LLC6,205$501.0K
Burns Matteson Capital Management, LLC5,862$473.4K
Genus Capital Management Inc.5,595$451.9K
Quantessence Capital LLC5,093$411.3K
FJ Capital Management LLC4,799$387.6K
Eqis Capital Management, Inc.4,593$370.9K
Alps Advisors Inc4,453$359.6K
Nebula Research & Development LLC4,437$358.3K
Stratos Wealth Partners, LTD.4,161$336.1K
Laurion Capital Management LP4,145$334.8K
Magnetar Financial LLC4,077$329.3K
Versor Investments LP3,986$321.9K
Challenger Wealth Management3,475$280.7K
Brown Miller Wealth Management, LLC3,399$274.5K
Axxcess Wealth Management, LLC3,399$274.5K
Two Sigma Securities, LLC3,331$269.0K
Wellington Management Group LLP3,282$265.1K
Baron Wealth Management LLC3,269$264.0K
Strategy Asset Managers LLC3,191$257.7K
Vicus Capital3,130$252.8K
Kingsman Wealth Management, Inc.3,016$243.5K
KKM Financial LLC3,000$242.3K
Armis Advisers, LLC3,000$240.1K
Robertson Stephens Wealth Management, LLC2,954$238.5K
Fragasso Group Inc.2,952$238.4K
Inscription Capital, LLC2,857$230.7K
Beacon Pointe Advisors, LLC2,819$227.7K
Sterling Investment Counsel, LLC2,734$220.8K
Blueshift Asset Management, LLC2,706$218.5K
Haven Private, LLC2,671$215.7K
Proficio Capital Partners LLC2,578$208.2K
Paragon Capital Management Ltd2,569$207.5K
Astoria Portfolio Advisors LLC.2,590$207.2K
Carl P. Sherr & Co., LLC2,560$206.7K
HighPoint Advisor Group LLC2,545$205.5K
Beaton Management Co. Inc.2,500$202.0K
Skyline Advisors, Inc.2,500$201.9K
GeoWealth Management, LLC2,158$174.3K
Walleye Capital LLC1,558$125.8K
Thurston, Springer, Miller, Herd & Titak, Inc.1,465$118.3K
V-Square Quantitative Management LLC719$58.1K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main705$56.9K
Quintet Private Bank (Europe) S.A.350$28.3K
Harbor Capital Advisors, Inc.347$28.0K
Northwest Capital Management Inc290$23.4K
Whipplewood Advisors, LLC228$18.4K
VSM Wealth Advisory, LLC210$17.0K
Beacon Capital Management, LLC112$9.03K
Bryn Mawr Trust Co107$8.64K
Raiffeisen Bank International AG78$6.30K
Park Square Financial Group, LLC75$6.06K
Twin Peaks Wealth Advisors, LLC79$5.56K
Mount Yale Investment Advisors, LLC52$4.20K
Logan Capital Management Inc36$2.87K
AdvisorNet Financial, Inc33$2.67K
ORG Partners LLC29$2.38K
Ameritas Advisory Services, LLC27$2.20K

Not filed for Q3 2025 yet (11)

Institutions that held Unum Group at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNM in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank13,785,948$1.11B
Total Wealth Planning & Management, Inc.31,373$2.53M
Atlas Capital Advisors LLC18,005$1.45M
Avantax Advisory Services, Inc.9,054$731.2K
My Legacy Advisors, LLC7,606$612.1K
First Horizon Advisors, Inc.6,587$532.0K
J. W. Coons Advisors, LLC6,134$495.4K
EP Wealth Advisors, LLC3,865$312.1K
Legacy Investment Solutions, LLC370$29.9K
Capital A Wealth Management, LLC63$2.85K
Parkworth Wealth Management, Inc.12$969