Unum Group
US ˙ NYSE ˙ US91529Y1064

SecurityUNM / Unum Group
InstitutionHm Payson & Co
Latest Disclosed Ownership11,032 shares
Latest Disclosed Value $ 805,664
Hm Payson & Co reports 3.13% decrease in ownership of UNM / Unum Group

On April 13, 2026 - Hm Payson & Co filed a 13F-HR form disclosing ownership of 11,032 shares of Unum Group (US:UNM) valued at $805,667 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 11,389 shares of Unum Group. This represents a change in shares of -3.13% during the quarter. The current value of the position is $921,282 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)
2026-04-13 2026-03-31 13F UNUM GROUP COM 91529Y106 11,032 -357 -3.13 806 -8.73 0.0060
2026-02-12 2025-12-31 13F UNUM GROUP COM 91529Y106 11,389 -598 -4.99 883 -5.36
2025-10-17 2025-09-30 13F UNUM GROUP COM 91529Y106 11,987 976 8.86 932 4.84 0.0134
2025-10-17 2025-06-30 13F UNUM GROUP COM 91529Y106 11,011 -136 -1.22 889 -2.09 0.0141
2025-04-29 2025-03-31 13F UNUM GROUP COM 91529Y106 11,147 225 2.06 908 13.93 0.0159
2025-02-07 2024-12-31 13F UNUM GROUP COM 91529Y106 10,922 0 0.00 798 22.80 0.0135
2024-10-28 2024-09-30 13F UNUM GROUP COM 91529Y106 10,922 -135 -1.22 649 14.87 0.0111
2024-08-13 2024-06-30 13F UNUM GROUP COM 91529Y106 11,057 -150 -1.34 565 -5.99 0.0103
2024-06-20 2024-03-31 13F UNUM GROUP COM 91529Y106 11,207 0 0.00 601 18.77 0.0112
2024-02-13 2023-12-31 13F UNUM GROUP COM 91529Y106 11,207 307 2.82 507 -5.60 0.0105
2023-11-06 2023-09-30 13F UNUM GROUP COM 91529Y106 10,900 1,070 10.89 536 14.53 0.0126
2023-07-17 2023-06-30 13F UNUM GROUP COM 91529Y106 9,830 0 0.00 469 20.62 0.0105
2023-04-18 2023-03-31 13F UNUM GROUP COM 91529Y106 9,830 0 0.00 389 -3.72 0.0093
2023-02-06 2022-12-31 13F UNUM GROUP COM 91529Y106 9,830 -200 -1.99 403 3.60 0.0100
2022-10-25 2022-09-30 13F UNUM GROUP COM 91529Y106 10,030 0 0.00 389 14.08 0.0107
2022-08-15 2022-06-30 13F UNUM GROUP COM 91529Y106 10,030 0 0.00 341 7.91 0.0087
2022-05-12 2022-03-31 13F UNUM GROUP COM 91529Y106 10,030 400 4.15 316 33.33 0.0072
2022-02-15 2021-12-31 13F UNUM GROUP COM 91529Y106 9,630 500 5.48 237 3.49 0.0052
2021-11-30 2021-09-30 13F UNUM GROUP COM 91529Y106 9,130 0 0.00 229 -11.58 0.0056
2021-08-17 2021-06-30 13F UNUM GROUP COM 91529Y106 9,130 -84 -0.91 259 1.17 0.0063
2021-06-15 2021-03-31 13F UNUM GROUP COM 91529Y106 9,214 84 0.92 256 22.49 0.0068
2021-03-10 2020-12-31 13F UNUM GROUP COM 91529Y106 9,130 -800 -8.06 209 25.15 0.0058
2020-12-21 2020-09-30 13F UNUM GROUP COM 91529Y106 9,930 0 0.00 167 1.21 0.0051
2020-08-13 2020-06-30 13F UNUM GROUP COM 91529Y106 9,930 -1,595 -13.84 165 -4.62 0.0055
2020-07-01 2020-03-31 13F UNUM GROUP COM 91529Y106 11,525 -1,632 -12.40 173 -54.95 0.0068
2020-02-18 2019-12-31 13F UNUM GROUP COM 91529Y106 13,157 0 0.00 384 -1.79 0.0123
2019-11-12 2019-09-30 13F UNUM GROUP COM 91529Y106 13,157 0 0.00 391 -11.34 0.0138
2019-08-15 2019-06-30 13F UNUM GROUP COM 91529Y106 13,157 0 0.00 441 -0.90 0.0158
2019-07-31 2019-03-31 13F UNUM GROUP COM 91529Y106 13,157 13,157 445 0.0170
2019-02-15 2018-12-31 13F UNUM GROUP COMMON STOCK 91529Y106 0 -12,503 -100.00 0 -100.00
2018-11-30 2018-09-30 13F UNUM GROUP COMMON STOCK 91529Y106 12,503 -40 -0.32 488 5.17 0.0218
2018-08-27 2018-06-30 13F UNUM GROUP COMMON STOCK 91529Y106 12,543 550 4.59 464 -18.74 0.0198
2018-05-14 2018-03-31 13F UNUM GROUP COMMON STOCK 91529Y106 11,993 30 0.25 571 -13.09 0.0236
2018-02-16 2017-12-31 13F UNUM GROUP COMMON STOCK 91529Y106 11,963 288 2.47 657 10.05 0.0264
2017-11-06 2017-09-30 13F UNUM GROUP COMMON STOCK 91529Y106 11,675 -852 -6.80 597 2.23 0.0257
2017-08-04 2017-06-30 13F UNUM GROUP COMMON STOCK 91529Y106 12,527 62 0.50 584 0.00 0.0263
2017-05-25 2017-03-31 13F UNUM GROUP COMMON STOCK 91529Y106 12,465 -745 -5.64 584 0.69 0.0266
2017-02-15 2016-12-31 13F UNUM GROUP COMMON STOCK 91529Y106 13,210 0 0.00 580 24.46 0.0276
2016-11-14 2016-09-30 13F UNUM GROUP COMMON STOCK 91529Y106 13,210 0 0.00 466 10.95 0.0227
2016-08-08 2016-06-30 13F UNUM GROUP COMMON STOCK 91529Y106 13,210 0 0.00 420 2.94 0.0210
2016-05-19 2016-03-31 13F UNUM GROUP COMMON STOCK 91529Y106 13,210 -2,368 -15.20 408 -21.39 0.0212
2016-02-23 2015-12-31 13F UNUM GROUP COMMON STOCK 91529Y106 15,578 -400 -2.50 519 1.17 0.0267
2015-11-02 2015-09-30 13F UNUM GROUP COMMON STOCK 91529Y106 15,978 0 0.00 513 -10.16 0.0278
2015-08-11 2015-06-30 13F UNUM GROUP COMMON STOCK 91529Y106 15,978 -290 -1.78 571 4.01 0.0284
2015-05-06 2015-03-31 13F UNUM GROUP COMMON STOCK 91529Y106 16,268 -115 -0.70 549 -3.85 0.0274
2015-02-10 2014-12-31 13F UNUM GROUP COMMON STOCK 91529Y106 16,383 1,664 11.31 571 12.85 0.0283
2014-11-12 2014-09-30 13F UNUM GROUP COMMON STOCK 91529Y106 14,719 -84 -0.57 506 -1.75 0.0259
2014-08-13 2014-06-30 13F UNUM GROUP COMMON STOCK 91529Y106 14,803 0 0.00 515 -1.53 0.0265
2014-05-07 2014-03-31 13F UNUM GROUP COMMON STOCK 91529Y106 14,803 -1,050 -6.62 523 -5.94 0.0277
2014-02-10 2013-12-31 13F UNUM GROUP COMMON STOCK 91529Y106 15,853 0 0.00 556 15.11 0.0298
2013-11-13 2013-09-30 13F UNUM GROUP COMMON STOCK 91529Y106 15,853 0 0.00 483 3.65 0.0280
2013-08-13 2013-06-30 13F UNUM GROUP COMMON STOCK 91529Y106 15,853 15,853 466 0.0280
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.