Unum Group
US ˙ NYSE ˙ US91529Y1064

SecurityUNM / Unum Group
InstitutionWhittier Trust Co
Latest Disclosed Ownership1,135 shares
Latest Disclosed Value $ 86,078
Whittier Trust Co reports 4.30% decrease in ownership of UNM / Unum Group

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 1,135 shares of Unum Group (US:UNM) valued at $82,889 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,186 shares of Unum Group. This represents a change in shares of -4.30% during the quarter. The current value of the position is $94,784 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)
2026-04-28 2026-03-31 13F UNUMPROVIDENT common 91529Y106 1,135 -51 -4.30 86 -7.53 0.0005
2026-01-26 2025-12-31 13F UNUMPROVIDENT common 91529Y106 1,186 862 266.05 93 272.00 0.0010
2025-10-31 2025-09-30 13F UNUM GROUP common 91529Y106 324 136 72.34 26 66.67 0.0003
2025-07-30 2025-06-30 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 188 0 0.00 15 0.00 0.0002
2025-05-02 2025-03-31 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 188 -120 -38.96 15 -31.82 0.0002
2025-02-11 2024-12-31 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 308 120 63.83 22 100.00 0.0003
2024-10-21 2024-09-30 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 188 0 0.00 11 22.22 0.0001
2024-07-29 2024-06-30 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 188 114 154.05 10 200.00 0.0001
2024-05-02 2024-03-31 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 74 0 0.00 4 0.00 0.0001
2024-01-11 2023-12-31 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 74 -13 -14.94 3 -25.00 0.0001
2023-10-27 2023-09-30 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 87 13 17.57 4 33.33 0.0001
2023-07-24 2023-06-30 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 74 0 0.00 4 50.00 0.0001
2023-04-21 2023-03-31 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 74 0 0.00 3 -33.33 0.0001
2023-01-25 2022-12-31 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 74 0 0.00 3 0.00 0.0001
2022-10-21 2022-09-30 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 74 0 0.00 3 0.00 0.0001
2022-07-28 2022-06-30 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 74 0 0.00 3 50.00 0.0001
2022-04-29 2022-03-31 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 74 0 0.00 2 0.00 0.0000
2022-01-19 2021-12-31 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 74 0 0.00 2 0.00 0.0000
2021-11-01 2021-09-30 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 74 0 0.00 2 0.00 0.0000
2021-07-29 2021-06-30 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 74 0 0.00 2 0.00 0.0000
2021-04-26 2021-03-31 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 74 0 0.00 2 0.00 0.0000
2021-01-29 2020-12-31 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 74 0 0.00 2 100.00 0.0000
2020-10-30 2020-09-30 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 74 -31 -29.52 1 -50.00 0.0000
2020-07-10 2020-06-30 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 105 0 0.00 2 100.00 0.0001
2020-04-27 2020-03-31 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 105 31 41.89 1 -50.00 0.0000
2020-01-31 2019-12-31 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 74 0 0.00 2 0.00 0.0001
2019-10-18 2019-09-30 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 74 74 2 0.0001
2019-02-07 2018-12-31 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 0 -1,999 -100.00 0 -100.00
2018-10-23 2018-09-30 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 1,999 0 0.00 78 5.41 0.0024
2018-07-27 2018-06-30 13F/A-1 UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 1,999 0 0.00 74 -22.11 0.0024
2018-05-01 2018-03-31 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 1,999 -1 -0.05 95 -13.64 0.0032
2018-02-07 2017-12-31 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 2,000 0 0.00 110 7.84 0.0038
2017-10-23 2017-09-30 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 2,000 0 0.00 102 9.68 0.0037
2017-07-20 2017-06-30 13F UNUM GROUP COM US MID-CAP EQUITIES 91529Y106 2,000 0 0.00 93 -1.06 0.0036
2017-04-26 2017-03-31 13F UNUM GROUP US SMALL AND MID-CAP EQUITIES 91529Y106 2,000 0 0.00 94 6.82 0.0038
2017-01-18 2016-12-31 13F UNUM GROUP COM US SMALL AND MID-CAP EQUITIES 91529Y106 2,000 0 0.00 88 23.94 0.0037
2016-11-10 2016-09-30 13F UNUM GROUP COM US SMALL AND MID-CAP EQUITIES 91529Y106 2,000 0 0.00 71 10.94 0.0031
2016-07-28 2016-06-30 13F UNUM GROUP COM US SMALL AND MID-CAP EQUITIES 91529Y106 2,000 0 0.00 64 3.23 0.0028
2016-04-28 2016-03-31 13F UNUM GROUP COM US SMALL AND MID-CAP EQUITIES 91529Y106 2,000 -195 -8.88 62 -15.07 0.0027
2016-02-10 2015-12-31 13F UNUM GROUP COM US SMALL AND MID-CAP EQUITIES 91529Y106 2,195 195 9.75 73 14.06 0.0033
2015-11-12 2015-09-30 13F UNUM GROUP COM US SMALL AND MID-CAP EQUITIES 91529Y106 2,000 0 0.00 64 -11.11 0.0031
2015-08-13 2015-06-30 13F UNUM GROUP COM US SMALL AND MID-CAP EQUITIES 91529Y106 2,000 2,000 72 0.0032
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.