Unum Group· UNM

🇺🇸 US · LargeSP400NYSE

Financial Services Insurance - Life Website

Price: $93.32
Day: -0.26%
Mkt Cap: $14.77B
52W Range: $69.02 – $96.77
Volume: 1.98M
Beta: 0.26

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.8 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 790 institutions hold; 401 added, 244 reduced
Insiders Q3 2026: no purchases, 3 sales ($988.4K)

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Unum Group

UNM|Financial Services|Insurance - Life

Current price: $93

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.5x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

3 sellers

vs 2.4 avg per quarter

Institutional net breadth · Q2 2026

+220

523 adding vs 303 reducing

Institutional ownership · Q2 2026

89.4%

790 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

IMC-CHICAGO, LLC

85.2K

+100.0%

BLACKROCK, INC.

18.0M

+1.4%

NORGES BANK

13.3M

+100.0%

VANGUARD PORTFOLIO MANAGEMENT LLC

8.6M

-5.5%

FMR LLC

7.7M

+10.3%

VANGUARD CAPITAL MANAGEMENT LLC

6.8M

+0.7%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

183

64 buying183 unchanged97 selling

344 funds held UNM in Q2 2026, holding 58.1M shares between them, down 13.0% on the quarter.

Largest fund holders

SPDR SERIES TRUST1.1M sh

NATIONWIDE MUTUAL FUNDS251.2K sh

ETF Series Solutions73.2K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Nov 21

McKenney Richard P

$3.8M

Sale · Mar 3

McKenney Richard P

$2.2M

Sale · Mar 3

McKenney Richard P

$1.3M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 23, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

UNM Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.8/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+82

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 3.8/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 22, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for UNM

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

3 sales totaling $988.4K (10.5K shares)

Share volume is at a routine pace (0.5x average)

3 different insiders sold this quarter

Buying seen in 1 of 15 quarters

0.5x

Selling pace

quarter in progress, filings still arriving

0.30%

Stake sold

of active insiders' holdings

3 sellers

Seller breadth

vs 2.0 avg per quarter

Q1 2023

Last insider purchase

buying in 1 of 16 quarters

Notable Recent Transactions, UNM

Top 8 highest-value insider trades from the last 8 quarters

McKenney Richard P

CEO

Sell

50,323 shares at $75.53

≈4.8% of their stake at the time

Nov 21, 2024$3.80M

McKenney Richard P

CEO

Sell

26,421 shares at $82.52

≈2.6% of their stake at the time

Mar 3, 2025$2.18M

McKenney Richard P

CEO

Sell

15,568 shares at $81.73

≈1.5% of their stake at the time

Mar 3, 2025$1.27M

O HANLEY RONALD P

Director

Sell

14,299.44 shares at $72.10

≈26.9% of their stake at the time

Nov 14, 2024$1.03M

Ahmed Elizabeth Claire

EVP, People & Communications

Sell

12,000 shares at $80.14

≈22.0% of their stake at the time

Apr 30, 2026$961.68K

Ahmed Elizabeth Claire

EVP, People & Communications

Sell

10,000 shares at $80.00

≈16.3% of their stake at the time

May 7, 2025$800.00K

Arnold Timothy Gerald

EVP, Vb & President, Colonial

Sell

10,000 shares at $76.92

≈15.4% of their stake at the time

Nov 27, 2024$769.20K

LARSON GLORIA C

Director

Sell

10,000 shares at $74.50

≈7.6% of their stake at the time

Nov 21, 2024$745.00K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for UNM

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

89.4% institutional ownership

Moderate accumulation: 523 adding vs 303 reducing

13F shares increased by 11.2%, a significant shift

Momentum improving from prior quarter

+220

Net breadth

523 adding vs 303 reducing

Accumulating

1.73

Add / reduce ratio

in Q2 2026

+63

New − closed

122 initiated, 59 exited

7 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+523 growing-303 shrinkingNet: +220

122

401

244

New (122)

Increased (401)

Reduced (244)

Closed (59)

Top Institutional Holders, UNM

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

18.0M

$1.6B

Ownership

11.27%

+1.4%

NORGES BANK

13.3M

$1.2B

Ownership

8.30%

+100.0%

VANGUARD PORTFOLIO MANAGEMENT LLC

8.6M

$767.8M

Ownership

5.38%

-5.5%

FMR LLC

7.7M

$691.7M

Ownership

4.85%

+10.3%

VANGUARD CAPITAL MANAGEMENT LLC

6.8M

$608.3M

Ownership

4.26%

+0.7%

STATE STREET CORP

5.1M

$453.2M

Ownership

3.18%

+1.2%

STATE STREET CORP

5.1M

$453.2M

Ownership

3.09%

-1.5%

DIMENSIONAL FUND ADVISORS LP

4.1M

$369.9M

Ownership

2.59%

+4.1%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 344 ETFs and mutual funds reporting

64 buying97 sellingNet: -33

183

Buying (64)

Unchanged (183)

Selling (97)

In total, funds bought 1.7M shares and sold 9.2M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

344 ETFs and mutual funds reporting

97 funds selling vs 64 buying

Top Fund Holders, UNM

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

1.1M

Weight

5.42%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

251.2K

Weight

0.03%

Jul 31, 2026Increased

ETF Series Solutions

73.2K

Weight

—

Jul 31, 2026No change

Northern Lights Fund Trust

38.7K

Weight

0.08%

Jul 31, 2026No change

FORUM FUNDS

15.2K

Weight

71.49%

Jul 31, 2026No change

Legg Mason ETF Investment Trust

7.2K

Weight

0.16%

Jun 30, 2026No change

FIRST TRUST EXCHANGE-TRADED FUND

7.1K

Weight

0.03%

Jun 30, 2026No change

Nuveen Core Equity Alpha Fund

6.8K

Weight

8.06%

Jun 30, 2026No change

Unum Group· UNM

Holdings Analysis

Insider Trading Activity

1.3Transaction History67Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings153Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History67Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings153Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights