Unum Group (UNM) Held by Superinvestors

UNUM GROUP (UNM) is currently held by 4 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $77.75M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Donald Smith & Co. is currently the largest disclosed institutional shareholder of UNM tracked by InsiderSet, reporting ownership valued at approximately $58.06M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $59.54M, representing an estimated gain of +2.54% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed UNM value among the investors covered in this analysis. Major shareholders include Donald Smith & Co., Renaissance Technologies LLC, Sequoia Financial Advisors, and several other long-term asset managers with concentrated positions in UNUM GROUP (UNM).

This page ranks the largest institutional UNM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Donald Smith & Co.Donald G. Smith1.03%649,485$58,063,959$59,538,290+$1,474,331+2.54%
Renaissance Technologies LLCJim Simons0.02%181,400$16,217,160$16,628,938+$411,778+2.54%
Sequoia Financial Advisors0.02%35,364$3,161,549$3,241,818+$80,269+2.54%
Gardner Russo & QuinnThomas Russo0.00%3,485$311,559$319,470+$7,911+2.54%
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Frequently asked questions about UNM

  • Who are the largest superinvestors holding UNM?

    The largest superinvestors holding UNM in the latest SEC Form 13F filings include Donald Smith & Co., Renaissance Technologies LLC, Sequoia Financial Advisors, and Gardner Russo & Quinn. InsiderSet ranks these superinvestors by their latest reported UNM position.

  • What does the UNM superinvestors page include?

    This page tracks UNM positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. UNUM GROUP (UNM) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.

  • How many superinvestors hold UNM?

    InsiderSet currently tracks 4 superinvestors reporting UNM holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own UNM.

  • How much UNM stock do superinvestors hold?

    Superinvestors tracked by InsiderSet disclosed approximately $77.75M in UNM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.

  • When were UNM superinvestor holdings last updated?

    The latest UNM superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.

  • Are superinvestor UNM holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its UNM position after the reporting date.

  • Are superinvestors buying or selling UNM?

    Buying and selling can be analyzed by comparing UNM positions across consecutive 13F reporting periods. InsiderSet's UNM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UNM ownership changes.

  • How have superinvestor UNM holdings changed over time?

    InsiderSet tracks UNM holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.