# UNUM GROUP (UNM) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 91529Y106
Page URL: https://superinvestorclub.com/stock/UNM
Last updated: 2026-07-08T12:55:21.261Z

## Summary

As of the most recent 13F filing period, UNUM GROUP (UNM) is held by 3 tracked superinvestors with an aggregate position value of $115.3M representing 013279322472273800 shares.

## Top institutional holders (3)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [First Eagle](https://superinvestorclub.com/manager/17) | First Eagle Investment Management | 1327932 | $97.0M | 1.74% | 2026-03-31 |
| 2 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 247227 | $18.1M | 0.08% | 2026-03-31 |
| 3 | [Tom Russo](https://superinvestorclub.com/manager/30) | Gardner Russo & Gardner | 3800 | $277,514 | 0.00% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2023-09-30: 1 holders, $173.3M aggregate, 03523500 shares
- 2023-12-31: 1 holders, $166.7M aggregate, 03687182 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

## Recent congressional trades (6)

- 2025-10-31: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-10-30: Lisa McClain (Republican-MI) purchase $1,001 - $15,000
- 2025-10-30: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-08-04: Lisa McClain (Republican-MI) purchase $1,001 - $15,000
- 2025-06-17: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-06-11: Lisa McClain (Republican-MI) purchase $1,001 - $15,000

## Recent insider transactions (0)


## Citation

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