Jefferies Group's UNM Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 10,000 shares of Unum Group (UNM) worth $775,000, representing 0.00% of the portfolio. First purchased in 2023-Q2, this short-term holding has been held for 7 quarters.
Based on 13F filings, Jefferies Group has maintained this position in UNM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 57,051 shares. Largest reduction occurred in Q1 2025, reducing 34,885 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Unum Group (UNM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Unum Group (UNM) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2023 | +22,600 | New Buy | 22,600 | $47.70 |
| Q3 2023 | -22,600 | Sold Out | 0 | $0.00 |
| Q4 2024 | +57,051 | New Buy | 57,051 | $73.03 |
| Q1 2025 | -34,885 | Reduce 61.15% | 22,166 | $81.46 |
| Q2 2025 | -14,166 | Reduce 63.91% | 8,000 | $80.76 |
| Q3 2025 | -8,000 | Sold Out | 0 | $0.00 |
| Q4 2025 | +10,000 | New Buy | 10,000 | $77.50 |
Jefferies Group's Unum Group Investment FAQs
Jefferies Group first purchased Unum Group (UNM) in Q2 2023, acquiring 22,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Unum Group (UNM) for 7 quarters since Q2 2023.
Jefferies Group's largest addition to Unum Group (UNM) was in Q4 2024, adding 57,051 shares worth $4.17 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 10,000 shares of Unum Group (UNM), valued at approximately $775,000.
As of the Q4 2025 filing, Unum Group (UNM) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Unum Group (UNM) was 57,051 shares, as reported at the end of Q4 2024.