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Stock
UNM
Unum GroupFinancialsLife & Health InsuranceLatest close $838 of 27 marquee funds currently hold1 CUSIP mapped
Current holders
8
27 funds tracked
Ever held
11
Current + past
New this quarter
1
Exited this quarter
0
Marquee-fund ownership over time
Nov 12, 2014Aug 13, 2019May 16, 2022May 14, 2026
Now
8
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q4 2014 | 47Q | $24 | $83 | +243% |
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $51 | $83 | +61% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $52 | $83 | +59% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $52 | $83 | +59% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $52 | $83 | +59% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $52 | $83 | +59% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $52 | $83 | +59% |
| Point72 Asset Management re-entered | Q3 2024(8Q snapshot) | 7Q | $52 | $83 | +59% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Maverick Capital 5× in & out | Q1 2024 | Q2 2024 | → $50 | +9% |
| Viking Global Investors | Q2 2022 | Q1 2024 | → $46 | +48% |
| Coatue Management | Q1 2020 | Q2 2020 | → $11 | -53% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Unum Group. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
Filings · last 30d
12
Filings · last 90d
24
Total on file
584
Recent SEC buffer
Most recent
May 28, 2026
30d / 90d windows measured from May 28, 2026 — the most recent Form 4 on file — not from today.
- Form 40001180495-26-000003May 28, 2026
- Form 40000005513-26-000059May 28, 2026
- Form 40001753788-26-000003May 28, 2026
- Form 40001740249-26-000004May 28, 2026
- Form 40001343297-26-000004May 28, 2026
- Form 40001024525-26-000006May 28, 2026
- Form 40001584240-26-000011May 28, 2026
- Form 40001633137-26-000003May 28, 2026
- Form 40001587697-26-000011May 28, 2026
- Form 40001441862-26-000003May 28, 2026
- Form 40002066876-26-000004May 5, 2026
- Form 40001756408-26-000007May 1, 2026
- Form 40001802189-26-000009Mar 18, 2026
- Form 40001843662-26-000004Mar 13, 2026
- Form 40001103172-26-000008Mar 11, 2026
Showing 15 of 584 recent Form 4 filings. Browse all on EDGAR ↗
Fundamentals
XBRL · Unum GroupAnnual figures sourced directly from Unum Group's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Revenue
$13.08B
FY2025+1% YoY
Net income
$738.5M
FY2025-58% YoY
EPS (diluted)
$4.27
FY2025-55% YoY
Free cash flow(?)
$555.4M
FY2025-60% YoY
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Unum Group — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 22, 2026
- 8-KMaterial eventMay 21, 2026
- 10-QQuarterly reportApr 29, 2026
- 8-KMaterial eventApr 28, 2026
- DEF 14AProxy statementApr 9, 2026
- 8-KMaterial eventMar 6, 2026
- 10-KAnnual reportFeb 17, 2026
- 8-KMaterial eventFeb 5, 2026
- 8-KMaterial eventDec 4, 2025
- 8-KMaterial eventNov 14, 2025
- 10-QQuarterly reportNov 4, 2025
- 8-KMaterial eventNov 3, 2025
- 10-QQuarterly reportJul 30, 2025
- 8-KMaterial eventJul 29, 2025
- 8-KMaterial eventJul 2, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Renaissance Technologies | Q2 2026 | open | $81 | $83 | +2% |
| Citadel Advisors | Q4 2025 | open | $76 | $83 | +9% |
| Point72 Asset Management | Q4 2025 | open | $76 | $83 | +9% |
| Citadel Advisors | Q3 2024 | Q3 2025 | $52 | $70 | +34% |
| Two Sigma Investments | Q3 2024 | open | $52 | $83 | +59% |
| D.E. Shaw | Q3 2024 | open | $52 | $83 | +59% |
| AQR Capital Management | Q3 2024 | open | $52 | $83 | +59% |
| Millennium Management | Q3 2024 | open | $52 | $83 | +59% |
| Point72 Asset Management | Q3 2024 | Q3 2025 | $52 | $70 | +34% |
| Renaissance Technologies | Q3 2024 | Q4 2025 | $51 | $76 | +48% |
| Maverick Capital | Q1 2024 | Q2 2024 | $46 | $50 | +9% |
| Maverick Capital | Q1 2023 | Q2 2023 | $39 | $41 | +6% |
| Viking Global Investors | Q2 2022 | Q1 2024 | $31 | $46 | +48% |
| Maverick Capital | Q1 2022 | Q2 2022 | $25 | $31 | +22% |
| Bridgewater Associates | Q3 2021 | open | $23 | $85 | +263% |
| Maverick Capital | Q1 2021 | Q3 2021 | $22 | $23 | +6% |
| Maverick Capital | Q2 2020 | Q3 2020 | $11 | $16 | +38% |
| Bridgewater Associates | Q2 2020 | Q3 2020 | $11 | $16 | +41% |
| Coatue Management | Q1 2020 | Q2 2020 | $24 | $11 | -53% |
| Bridgewater Associates | Q3 2019 | Q4 2019 | $22 | $23 | +7% |
| Bridgewater Associates | Q1 2019 | Q2 2019 | $27 | $27 | -1% |
| Bridgewater Associates | Q2 2018 | Q4 2018 | $29 | $29 | +1% |
| Bridgewater Associates | Q3 2016 | Q4 2016 | $24 | $29 | +17% |
| Bridgewater Associates | Q4 2015 | Q1 2016 | $26 | $17 | -33% |
| Bridgewater Associates | Q4 2014 | Q1 2015 | $24 | $24 | -1% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.