Unum Group
DE ˙ MUN ˙ US91529Y1064
72,40 € ↑1,80 (2,55%)
2026-06-02
DEL PRIS
SecurityDE:UUM / Unum Group
InstitutionPatten Group, Inc.
Latest Disclosed Ownership5,956 shares
Latest Disclosed Value $ 434,988
Patten Group, Inc. reports 0.44% increase in ownership of UUM / Unum Group

On April 24, 2026 - Patten Group, Inc. filed a 13F-HR form disclosing ownership of 5,956 shares of Unum Group (DE:UUM) valued at $376,657 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 5,930 shares of Unum Group. This represents a change in shares of 0.44% during the quarter. The current value of the position is $431,214 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-24 2026-03-31 13F UNUM GROUP COM 91529Y106 5,956 26 0.44 435 -5.45 0.0756
2026-01-23 2025-12-31 13F UNUM GROUP COM 91529Y106 5,930 0 0.00 460 -0.43 0.0850
2025-11-10 2025-09-30 13F UNUM GROUP COM 91529Y106 5,930 -550 -8.49 461 -11.85 0.0898
2025-07-30 2025-06-30 13F UNUM GROUP COM 91529Y106 6,480 0 0.00 523 -0.76 0.1106
2025-05-14 2025-03-31 13F UNUM GROUP COM 91529Y106 6,480 0 0.00 528 11.42 0.1210
2025-02-06 2024-12-31 13F UNUM GROUP COM 91529Y106 6,480 -751 -10.39 473 10.26 0.1047
2024-10-08 2024-09-30 13F UNUM GROUP COM 91529Y106 7,231 0 0.00 430 16.26 0.0955
2024-07-25 2024-06-30 13F UNUM GROUP COM 91529Y106 7,231 0 0.00 370 -4.90 0.0872
2024-04-17 2024-03-31 13F UNUM GROUP COM 91529Y106 7,231 0 0.00 388 19.02 0.0955
2024-01-10 2023-12-31 13F UNUM GROUP COM 91529Y106 7,231 93 1.30 327 -7.12 0.0887
2023-10-12 2023-09-30 13F UNUM GROUP COM 91529Y106 7,138 -400 -5.31 351 -2.23 0.1049
2023-07-26 2023-06-30 13F UNUM GROUP COM 91529Y106 7,538 -647 -7.90 360 11.15 0.0533
2023-04-06 2023-03-31 13F UNUM GROUP COM 91529Y106 8,185 0 0.00 324 -3.58 0.0972
2023-02-10 2022-12-31 13F UNUM GROUP COM 91529Y106 8,185 0 0.00 336 -1.76 0.1055
2022-10-13 2022-09-30 13F UNUM GROUP COM 91529Y106 8,185 0 0.00 341 26.77 0.1171
2022-07-18 2022-06-30 13F UNUM GROUP COM 91529Y106 8,185 0 0.00 269 4.26 0.0862
2022-04-28 2022-03-31 13F UNUM GROUP COM 91529Y106 8,185 0 0.00 258 28.36 0.0724
2022-01-20 2021-12-31 13F UNUM GROUP COM 91529Y106 8,185 -600 -6.83 201 -8.64 0.0532
2021-11-15 2021-09-30 13F UNUM GROUP COM 91529Y106 8,785 0 0.00 220 -12.00 0.0647
2021-08-03 2021-06-30 13F UNUM GROUP COM 91529Y106 8,785 -2,016 -18.66 250 -16.94 0.0735
2021-04-23 2021-03-31 13F UNUM GROUP COM 91529Y106 10,801 0 0.00 301 21.37 0.0964
2021-02-02 2020-12-31 13F UNUM GROUP COM 91529Y106 10,801 -7,680 -41.56 248 -20.26 0.0669
2020-10-19 2020-09-30 13F UNUM GROUP COM 91529Y106 18,481 6,803 58.25 311 60.31 0.1213
2020-07-20 2020-06-30 13F UNUM GROUP COM 91529Y106 11,678 -350 -2.91 194 7.18 0.0835
2020-04-16 2020-03-31 13F UNUM GROUP COM 91529Y106 12,028 -2,264 -15.84 181 -56.59 0.0936
2020-01-14 2019-12-31 13F UNUM GROUP COM 91529Y106 14,292 -24,754 -63.40 417 -64.05 0.1555
2019-10-22 2019-09-30 13F UNUM GROUP COM 91529Y106 39,046 -2,237 -5.42 1,160 -16.25 0.4714
2019-07-11 2019-06-30 13F UNUM GROUP COM 91529Y106 41,283 -3,793 -8.41 1,385 -9.18 0.5664
2019-05-14 2019-03-31 13F UNUM GROUP COM 91529Y106 45,076 -845 -1.84 1,525 13.05 0.6564
2019-02-12 2018-12-31 13F Unum Group CS 91529Y106 45,921 -5,757 -11.14 1,349 -33.18 0.6397
2018-11-14 2018-09-30 13F Unum Group CS 91529Y106 51,678 -4,640 -8.24 2,019 -3.07 0.7699
2018-08-13 2018-06-30 13F Unum Group CS 91529Y106 56,318 15,481 37.91 2,083 7.15 0.8346
2018-05-11 2018-03-31 13F Unum Group CS 91529Y106 40,837 -262 -0.64 1,944 -13.83 0.7976
2018-02-02 2017-12-31 13F Unum Group CS 91529Y106 41,099 -5,470 -11.75 2,256 -5.25 0.8936
2017-12-12 2017-09-30 13F/A-1 Unum Group CS 91529Y106 46,569 -395 -0.84 2,381 -0.21 0.9632
2017-11-14 2017-09-30 13F Unum Group CS 91529Y106 27,517 -19,447 2,381 963,214.9778
2017-08-14 2017-06-30 13F Unum Group CS 91529Y106 46,964 -504 -1.06 2,386 8.41 0.9671
2017-05-30 2017-03-31 13F Unum Group CS 91529Y106 47,468 -2,436 -4.88 2,201 -4.01 0.9552
2017-02-10 2016-12-31 13F Unum Group CS 91529Y106 49,904 -470 -0.93 2,293 25.71 1.0290
2016-11-14 2016-09-30 13F Unum Group CS 91529Y106 50,374 -1,000 -1.95 1,824 11.70 0.8562
2016-08-15 2016-06-30 13F Unum Group CS 91529Y106 51,374 1,425 2.85 1,633 5.76 0.7643
2016-05-13 2016-03-31 13F Unum Group CS 91529Y106 49,949 39,774 390.90 1,544 356.80 0.7328
2016-02-17 2015-12-31 13F Unum Group CS 91529Y106 10,175 0 0.00 339 3.68 0.1628
2015-11-16 2015-09-30 13F Unum Group CS 91529Y106 10,175 -476 -4.47 326 -14.21 0.1680
2015-08-24 2015-06-30 13F Unum Group CS 91529Y106 10,651 -347 -3.16 381 2.43 0.1809
2015-05-06 2015-03-31 13F UNUM GROUP COM 91529Y106 10,998 0 0.00 371 -3.13 0.1900
2015-02-18 2014-12-31 13F UNUM GROUP COM 91529Y106 10,998 10,998 383 0.1860
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.