# UNUM GROUP (UNMA) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 91529Y106
Page URL: https://superinvestorclub.com/stock/UNMA
Last updated: 2026-08-29T13:48:50.958Z

## Summary

As of the most recent 13F filing period, UNUM GROUP (UNMA) is held by 3 tracked superinvestors with an aggregate position value of $78.6M representing 06494852265413485 shares.

## Top institutional holders (3)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Donald Smith & Co](https://superinvestorclub.com/manager/17) | Donald Smith & Co., Inc. | 649485 | $58.1M | 1.03% | 2026-06-30 |
| 2 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 226541 | $20.3M | 0.08% | 2026-06-30 |
| 3 | [Tom Russo](https://superinvestorclub.com/manager/30) | Gardner Russo & Gardner | 3485 | $311,559 | 0.00% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-09-30: 1 holders, $173.3M aggregate, 03523500 shares
- 2023-12-31: 2 holders, $167.0M aggregate, 036871826844 shares
- 2024-03-31: 3 holders, $202.5M aggregate, 036631121062014050 shares
- 2024-06-30: 3 holders, $167.8M aggregate, 031083011712694050 shares
- 2024-09-30: 3 holders, $187.3M aggregate, 029210102261493800 shares
- 2024-12-31: 3 holders, $205.6M aggregate, 024714173396313800 shares
- 2025-03-31: 3 holders, $200.7M aggregate, 019382985222593800 shares
- 2025-06-30: 3 holders, $191.5M aggregate, 018059665618843800 shares
- 2025-09-30: 3 holders, $172.7M aggregate, 017799694360843800 shares
- 2025-12-31: 3 holders, $120.9M aggregate, 013152122414143800 shares
- 2026-03-31: 3 holders, $115.3M aggregate, 013279322472273800 shares
- 2026-06-30: 3 holders, $78.6M aggregate, 06494852265413485 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "UNUM GROUP (UNMA) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/UNMA), aggregating SEC 13F, Form 4, and congressional disclosures."