Institutional shares held 147 Million
960K calls
917K puts
Total value of holdings $11.4B
$74.6M calls
$71.2M puts
Market Cap $15.5B
200,000,000 Shares Out.
Institutional ownership 73.52%
# of Institutions 771


Latest Institutional Activity in UNM

Top Purchases

Q1 2025
Assenagon Asset Management S.A. Shares Held: 1.03M ($80.3M)
Q1 2025
Allspring Global Investments Holdings, LLC Shares Held: 945K ($73.4M)
Q1 2025
Cboe Vest Financial, LLC Shares Held: 628K ($48.7M)
Q1 2025
Consolidated Planning Corp Shares Held: 71K ($5.51M)
Q1 2025
Robeco Institutional Asset Management B.V. Shares Held: 337K ($26.2M)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 8.83K ($686K)
Q1 2025
Artemis Investment Management LLP Shares Held: 30.4K ($2.36M)
Q1 2025
Wedge Capital Management L L P Shares Held: 462K ($35.8M)
Q1 2025
Edgestream Partners, L.P. Shares Held: 35K ($2.71M)
Q1 2025
New Square Capital LLC Shares Held: 108K ($8.39M)

About UNM

Unum Group, together with its subsidiaries, provides financial protection benefit solutions primarily in the United States, the United Kingdom, and Poland. It operates through Unum US, Unum International, Colonial Life, and Closed Block segments. The company offers group long-term and short-term disability, group life, and accidental death and dismemberment products; supplemental and voluntary products, such as individual disability, voluntary benefits, and dental and vision products; and accident, sickness, disability, life, and cancer and critical illness products. It also provides group pension, individual life and corporate-owned life insurance, reinsurance pools and management operations, and other products. The company sells its products primarily to employers for the benefit of employees. Unum Group sells its products through field sales personnel, independent brokers, consultants, and independent contractor agency sales force. The company was founded in 1848 and is based in Chattanooga, Tennessee.


Insider Transactions at UNM

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
167K Shares
From 20 Insiders
Grant, award, or other acquisition 167K shares
Sell / Disposition
357K Shares
From 22 Insiders
Payment of exercise price or tax liability 76.4K shares
Open market or private sale 275K shares
Bona fide gift 6.37K shares

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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