Unum Group
US ˙ NYSE ˙ US91529Y1064

SecurityUNM / Unum Group
InstitutionNatixis Advisors, L.p.
Latest Disclosed Ownership38,277 shares
Latest Disclosed Value $ 2,795
Natixis Advisors, L.p. reports 35.48% increase in ownership of UNM / Unum Group

On May 13, 2026 - Natixis Advisors, L.p. filed a 13F-HR form disclosing ownership of 38,277 shares of Unum Group (US:UNM) valued at $2,795,369 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 28,253 shares of Unum Group. This represents a change in shares of 35.48% during the quarter. The current value of the position is $3,196,512 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)
2026-05-13 2026-03-31 13F UNUM GROUP COM 91529Y106 38,277 10,024 35.48 3 0.00 0.0039
2026-02-10 2025-12-31 13F UNUM GROUP COM 91529Y106 28,253 -133 -0.47 2 0.00 0.0031
2025-11-13 2025-09-30 13F UNUM GROUP COM 91529Y106 28,386 -8,121 -22.25 2 0.00 0.0032
2025-08-13 2025-06-30 13F UNUM GROUP COM 91529Y106 36,507 260 0.72 3 0.00 0.0047
2025-05-08 2025-03-31 13F UNUM GROUP COM 91529Y106 36,247 6,290 21.00 3 0.00 0.0055
2025-02-10 2024-12-31 13F UNUM GROUP COM 91529Y106 29,957 1,162 4.04 2 100.00 0.0041
2024-11-06 2024-09-30 13F UNUM GROUP COM 91529Y106 28,795 1,499 5.49 2 0.00 0.0033
2024-08-01 2024-06-30 13F UNUM GROUP COM 91529Y106 27,296 873 3.30 1 0.00 0.0030
2024-04-25 2024-03-31 13F UNUM GROUP COM 91529Y106 26,423 1,777 7.21 1 0.00 0.0033
2024-02-06 2023-12-31 13F UNUM GROUP COM 91529Y106 24,646 -2,129 -7.95 1 0.00 0.0029
2023-11-13 2023-09-30 13F UNUM GROUP COM 91529Y106 26,775 2,757 11.48 1 0.00 0.0040
2023-08-15 2023-06-30 13F UNUM GROUP COM 91529Y106 24,018 2,961 14.06 1 0.0035
2023-05-11 2023-03-31 13F UNUM GROUP COM 91529Y106 21,057 1,534 7.86 1 0.0029
2023-01-27 2022-12-31 13F UNUM GROUP COM 91529Y106 19,523 1,712 9.61 1 -100.00 0.0030
2022-11-14 2022-09-30 13F UNUMPROVIDENT COM 91529Y106 17,811 1,484 9.09 691 24.50 0.0029
2022-08-12 2022-06-30 13F UNUM GROUP COM 91529Y106 16,327 5,294 47.98 555 59.48 0.0024
2022-05-12 2022-03-31 13F UNUM GROUP COM 91529Y106 11,033 11,033 348 0.0013
2022-02-08 2021-12-31 13F UNUM GROUP SPONSORED ADS 91529Y106 0 -24,134 -100.00 0 -100.00
2021-11-15 2021-09-30 13F UNUM GROUP SPONSORED ADS 91529Y106 24,134 -819 -3.28 605 -14.67 0.0025
2021-08-12 2021-06-30 13F UNUM GROUP COM 91529Y106 24,953 -1,070 -4.11 709 -2.07 0.0033
2021-05-05 2021-03-31 13F UNUM GROUP COM 91529Y106 26,023 2,238 9.41 724 32.60 0.0038
2021-02-12 2020-12-31 13F UNUM GROUP COM 91529Y106 23,785 11,881 99.81 546 173.00 0.0031
2020-11-12 2020-09-30 13F UNUM GROUP COM 91529Y106 11,904 -42,310 -78.04 200 -77.75 0.0013
2020-08-11 2020-06-30 13F UNUM GROUP COM 91529Y106 54,214 27,009 99.28 899 120.34 0.0060
2020-04-27 2020-03-31 13F UNUM GROUP COM 91529Y106 27,205 13,779 102.63 408 4.08 0.0033
2020-02-10 2019-12-31 13F UNUM GROUP COM 91529Y106 13,426 -261 -1.91 392 -3.69 0.0028
2019-11-12 2019-09-30 13F UNUM GROUP COM 91529Y106 13,687 -20,172 -59.58 407 -64.17 0.0032
2019-08-12 2019-06-30 13F UNUM GROUP COM 91529Y106 33,859 18,033 113.95 1,136 112.34 0.0093
2019-05-15 2019-03-31 13F/A-1 UNUM GROUP COM 91529Y106 15,826 3,014 23.52 535 42.29 0.0047
2019-05-15 2019-03-31 13F UNUM GROUP COM 91529Y106 15,826 3,014 535
2019-02-13 2018-12-31 13F/A-1 UNUM GROUP COM 91529Y106 12,812 -1,262 -8.97 376 -31.64 0.0037
2019-02-13 2018-12-31 13F UNUM GROUP COM 91529Y106 12,812 -1,262 376
2018-11-13 2018-09-30 13F UNUM GROUP COM 91529Y106 14,074 259 1.87 550 7.63 0.0048
2018-08-14 2018-06-30 13F/A-1 UNUM GROUP COM 91529Y106 13,815 -16,227 -54.01 511 -64.27 0.0049
2018-08-14 2018-06-30 13F UNUM GROUP COM 91529Y106 13,815 511
2018-05-10 2018-03-31 13F UNUM GROUP COM 91529Y106 30,042 231 0.77 1,430 -12.59 0.0141
2018-02-14 2017-12-31 13F UNUM GROUP COM 91529Y106 29,811 -1,876 -5.92 1,636 0.99 0.0167
2017-11-14 2017-09-30 13F UNUM GROUP COM 91529Y106 31,687 -5,044 -13.73 1,620 -5.43 0.0171
2017-07-27 2017-06-30 13F UNUM GROUP COM 91529Y106 36,731 -12,694 -25.68 1,713 -26.07 0.0185
2017-05-12 2017-03-31 13F UNUM GROUP COM 91529Y106 49,425 1,134 2.35 2,317 9.24 0.0257
2017-02-07 2016-12-31 13F UNUM GROUP COM 91529Y106 48,291 1,707 3.66 2,121 28.94 0.0255
2016-11-04 2016-09-30 13F UNUM GROUP COM 91529Y106 46,584 1,186 2.61 1,645 14.00 0.0213
2016-08-01 2016-06-30 13F UNUM GROUP COM 91529Y106 45,398 7,849 20.90 1,443 24.29 0.0199
2016-05-06 2016-03-31 13F UNUM GROUP COM 91529Y106 37,549 -6,076 -13.93 1,161 -20.10 0.0174
2016-02-12 2015-12-31 13F UNUM GROUP COM 91529Y106 43,625 -9,195 -17.41 1,453 -14.23 0.0238
2015-11-12 2015-09-30 13F UNUM GROUP COM 91529Y106 52,820 -7,050 -11.78 1,694 -20.88 0.0294
2015-08-14 2015-06-30 13F UNUM GROUP COM 91529Y106 59,870 3,198 5.64 2,141 12.04 0.0364
2015-05-15 2015-03-31 13F UNUM GROUP COM 91529Y106 56,672 -16,710 -22.77 1,911 -25.35 0.0335
2015-02-05 2014-12-31 13F UNUM GROUP COM 91529Y106 73,382 -4,239 -5.46 2,560 -4.08 0.0479
2014-11-03 2014-09-30 13F UNUM GROUP COM 91529Y106 77,621 -32,838 -29.73 2,669 -30.49 0.0536
2014-08-13 2014-06-30 13F UNUM GROUP COM 91529Y106 110,459 2,237 2.07 3,840 0.50 0.0550
2014-05-13 2014-03-31 13F UNUM GROUP COM 91529Y106 108,222 5,044 4.89 3,821 5.55 0.0588
2014-02-12 2013-12-31 13F UNUM GROUP COM 91529Y106 103,178 3,719 3.74 3,620 19.59 0.0592
2013-10-30 2013-09-30 13F UNUM GROUP COM 91529Y106 99,459 -3,226 -3.14 3,027 0.40 0.0557
2013-07-19 2013-06-30 13F UNUM GROUP COM 91529Y106 102,685 102,685 3,015 0.0601
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.