Unum Group
US ˙ NYSE ˙ US91529Y1064

SecurityUNM / Unum Group
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership27,529 shares
Latest Disclosed Value $ 2,010,824
Advisor Group Holdings, Inc. reports 10.52% decrease in ownership of UNM / Unum Group

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 27,529 shares of Unum Group (US:UNM) valued at $2,010,443 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 30,764 shares of Unum Group. This represents a change in shares of -10.52% during the quarter. The current value of the position is $2,390,618 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)
2026-05-15 2026-03-31 13F UNUM GROUP COM 91529Y106 27,529 -3,235 -10.52 2,011 -15.72 0.0017
2026-02-17 2025-12-31 13F UNUM GROUP COM 91529Y106 30,764 -41,276 -57.30 2,385 -55.18 0.0035
2025-11-14 2025-09-30 13F UNUM GROUP COM 91529Y106 72,040 -10,070 -12.26 5,321 -19.98 0.0074
2025-09-04 2025-06-30 13F/A-1 NUM GROUP COM 91529Y106 82,110 26,769 48.37 6,651 47.52 0.0118
2025-08-13 2025-06-30 13F NUM GROUP COM 91529Y106 83,325 27,984 6,347 0.0073
2025-05-12 2025-03-31 13F UNUM GROUP COM 91529Y106 55,341 -17,290 -23.81 4,509 -15.01 0.0100
2025-06-06 2024-12-31 13F/A-1 UNUM GROUP COM 91529Y106 72,631 -8,974 -11.00 5,305 9.36 0.0119
2025-02-07 2024-12-31 13F UNUM GROUP COM 91529Y106 67,757 -13,848 4,310 0.0110
2024-11-13 2024-09-30 13F UNUM GROUP COM 91529Y106 81,605 -21,595 -20.93 4,851 -8.04 0.0109
2024-08-13 2024-06-30 13F UNUM GROUP COM 91529Y106 103,200 -54,987 -34.76 5,275 -37.87 0.0125
2024-05-10 2024-03-31 13F UNUM GROUP COM 91529Y106 158,187 -109,262 -40.85 8,489 -29.82 0.0190
2024-02-12 2023-12-31 13F UNUM GROUP COM 91529Y106 267,449 -121,772 -31.29 12,095 -36.83 0.0212
2023-11-13 2023-09-30 13F UNUM GROUP COM 91529Y106 389,221 167,177 75.29 19,146 80.66 0.0283
2023-08-21 2023-06-30 13F/A-1 UNUM GROUP COM 91529Y106 222,044 17,105 8.35 10,597 30.71 0.0190
2023-08-10 2023-06-30 13F UNUM GROUP COM 91529Y106 545,908 340,969 10,273 0.0028
2023-05-12 2023-03-31 13F UNUM GROUP COM 91529Y106 204,939 -7,907 -3.71 8,107 -7.17 0.0153
2023-02-10 2022-12-31 13F UNUM GROUP COM 91529Y106 212,846 -27,699 -11.52 8,733 -6.44 0.0177
2022-11-14 2022-09-30 13F UNUM GROUP COM 91529Y106 240,545 1,099 0.46 9,334 14.60 0.0213
2022-08-10 2022-06-30 13F UNUM GROUP COM 91529Y106 239,446 5,949 2.55 8,145 4.50 0.0180
2022-05-04 2022-03-31 13F UNUM GROUP COM 91529Y106 233,497 17,043 7.87 7,794 46.56 0.0151
2022-02-03 2021-12-31 13F UNUM GROUP COM 91529Y106 216,454 19,923 10.14 5,318 7.96 0.0101
2021-11-05 2021-09-30 13F UNUM GROUP COM 91529Y106 196,531 46,672 31.14 4,926 15.74 0.0103
2021-08-02 2021-06-30 13F UNUM GROUP COM 91529Y106 149,859 -1,257 -0.83 4,256 1.19 0.0092
2021-05-13 2021-03-31 13F UNUM GROUP COM 91529Y106 151,116 4,436 3.02 4,206 24.99 0.0101
2021-02-10 2020-12-31 13F UNUM GROUP COM 91529Y106 146,680 -20,194 -12.10 3,365 19.84 0.0090
2020-11-12 2020-09-30 13F UNUM GROUP COM 91529Y106 166,874 28,701 20.77 2,808 22.57 0.0084
2020-08-14 2020-06-30 13F UNUM GROUP COM 91529Y106 138,173 117,511 568.73 2,291 690.00 0.0077
2020-05-18 2020-03-31 13F UNUM GROUP COM 91529Y106 20,662 20,662 290 0.0012
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.