Stocklore

Unum Group (UNM)

Insurance · US stock

What changed in recent filings

  • Institutions — 2 new · 2 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Unum Group

How many of the institutions we track reported holding this stock, quarter by quarter.

max 5
2019 Q1 · 12019 Q2 · 22019 Q3 · 12019 Q4 · 22020 Q1 · 32020 Q2 · 02020 Q4 · 22021 Q1 · 32021 Q2 · 22021 Q3 · 32021 Q4 · 32022 Q1 · 42022 Q2 · 42022 Q3 · 52022 Q4 · 42023 Q1 · 42023 Q2 · 32023 Q3 · 32023 Q4 · 42024 Q1 · 22024 Q2 · 22024 Q3 · 22024 Q4 · 22025 Q1 · 32025 Q2 · 32025 Q3 · 42025 Q4 · 32026 Q1 · 32026 Q2 · 4
19 Q122 Q426 Q2

2019 Q1: 1 → 2026 Q2: 4 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Unum Group

Institutions we track that reported holding this stock in their most recent 13F.

  • Bridgewater Associates0.08% of portfolio · since 2021 Q2
  • Point72 Asset Management0.09% of portfolio · since 2025 Q3
  • Tudor Investment CorpNew this quarter0.01% of portfolio · since 2026 Q2
  • Caisse de depot (Quebec)0.01% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Unum Group is a provider of group and individual income protection insurance products in the United States, the United Kingdom, Poland, and other countries. It is the domestic disability insurer, with the majority of premiums generated from employer plans. The company also offers a complementary portfolio of other insurance products, including long-term care insurance, life insurance, and employer- and employee-paid group benefits. It has the following operating business segments: Unum USA, Unum International, Closed Block, Colonial Life, and Corporate. The Unum USA segment generates the majority of revenue. The firm markets its products through brokers.

What is the Insurance sector?

Life, property, and reinsurance. Benefits from rising rates and premium increases.

Unum Group is classified under the Insurance sector. See peers below.

ETFs holding Unum Group

Per SEC N-PORT · 2026-04-30 · by weight · factual

DVYiShares Select Dividend ETF
0.95%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.06%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.02%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.02%

UNM on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Insurance average
See full UNM analysis →

UNM FAQ

What is Unum Group (UNM)?

Unum Group is a provider of group and individual income protection insurance products in the United States, the United Kingdom, Poland, and other countries. It is the domestic disability insurer, with the majority of premiums generated from employer plans. The company also offers a complementary portfolio of other insurance products, including long-term care insurance, life insurance, and employer- and employee-paid group benefits. It has the following operating business segments: Unum USA, Unum International, Closed Block, Colonial Life, and Corporate. The Unum USA segment generates the majority of revenue. The firm markets its products through brokers.

What sector is Unum Group in?

Unum Group is classified under Insurance. Life, property, and reinsurance. Benefits from rising rates and premium increases.

Where can I analyze Unum Group (UNM) stock?

On Stocklore you can see UNM's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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