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Unum Group

UNM Financials
$71.64 +$0.82 (1.16%)
Market Cap: $11.87 B
Gurus Holding
11
Popularity Rank
#353
% of Shares Held
2.98%
Net Activity (Q4 2025)
-$50.33 M

Guru Ownership Trend

Guru Analysis for Unum Group (UNM)

Unum Group (UNM), a key player in the Financials sector, continues to attract institutional attention.

As of Q3 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $353.72 M.

Top institutional holders include Cliff Asness and Donald Smith & Co.

Institutional sentiment is currently Bearish. This is evidenced by a $50.33 M net outflow during the quarter.

Recent activity highlights Louis Moore Bacon who increased their stake by 195.0%. Conversely, Jeremy Grantham reduced exposure by 93.7%.

Key Holders

Top 5 by Value

$181.62 M
$101.93 M
$18.71 M
$11.39 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$775,000
Total Buy Value
New Buys 1
Additions 0
-$51.11 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
1

FAQs for Unum Group (UNM)

Major holders include Cliff Asness ($181.62 M), Donald Smith & Co ($101.93 M), Louis Moore Bacon ($51.25 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 4.94 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $50.33 M, with 1 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited UNM. The total reported sell value was $51.11 M.

Yes, 1 managers opened new positions in UNM, and 0 increased their existing holdings. The total reported buy value was $775,000.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.12% Add 35.1% 2,339,289 $181.62 M Q3 2025
1.91% Reduce -26.1% 1,315,212 $101.93 M Q4 2025
0.71% Add 195.0% 658,912 $51.25 M Q3 2025
0.07% Reduce -44.6% 241,414 $18.71 M Q4 2025
0.02% Add 101.6% 146,465 $11.39 M Q3 2025
0.04% Add 43.5% 128,539 $10 M Q3 2025
0.63% Reduce -0.3% 57,371 $4.46 M Q3 2025
0.00% New Buy 32,028 $2.49 M Q3 2025
0.00% New Buy 10,000 $775,000 Q4 2025
0.00% Reduce -93.7% 4,439 $345,265 Q3 2025
0.00% 3,800 $294,500 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form