No Form 144 planned sale filings in the last 90 days
Beneficial Ownership (13D/13G)
No Schedule 13D/13G filings for this ticker
Material Events (8-K)
2
Filings (14d)
Data as of 2026-07-06
2026-07-06
Unum Group's subsidiary Unum Life Insurance Company of America signed a master transaction agreement on July 2, 2026, with Fortitude Reinsurance Company Ltd. to reinsure a portion of its closed block of individual long-term care insurance policies. The agreement involves an asset and cash transfer of about $5.7 billion to the reinsurer, with the transaction expected to close in 2026 pending regulatory approvals. Another Unum subsidiary will provide a $125 million loss buffer.
Who are the top institutional investors holding UNUM GROUP (UNM)?
Major stakeholders currently include BlackRock, Inc. ($1.3B), Vanguard Portfolio Management LLC ($682.1M), FMR LLC ($526.5M). Based on the latest 13F filings, there are a total of 687 tracked investment funds and institutions maintaining positions in UNM.
What is the overall institutional sentiment toward UNM recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $2.0B, driven by 339 managers accumulating shares while 319 reduced their exposure.
Which institutions have been selling or reducing their UNM positions?
In the latest period, 240 funds trimmed their holdings, and 79 managers completely exited their positions. The aggregate reported sell value was $5.5B.
Are there any notable investors adding UNM to their portfolios?
Yes, buying activity remains notable. 84 institutions opened new positions in {ticker}, and 255 existing holders added to their shares. The total reported buy value for the quarter amounted to $4.9B.