UNM

Unum Group

Latest period2024 - Q4Total superinvestors73

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 73 superinvestors own shares of Unum Group (UNM), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Unum Group (UNM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Unum Group (UNM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Unum Group (UNM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Increased 1.28%
0.01%
$503,396
6,893 shares@ 73.04 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 56.75%
0.01%
$432,922
5,928 shares@ 73.04 avg price
James Landry@Pallas Capital Advisors Llc
Recent Activity
Increased 1.18%
0.02%
$327,540
4,485 shares@ 73.04 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Increased 8.48%
0.01%
$298,255
4,084 shares@ 73.04 avg price
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc.
Recent Activity
Increased 28.83%
0.02%
$58,481
800 shares@ 73.11 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
Increased 26.41%
0.02%
$55,941
766 shares@ 73.04 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 8.3%
0.01%
$32,425
444 shares@ 73.03 avg price
Stephanie Kelm@Rise Advisors, Llc
Recent Activity
Increased 0.51%
0.02%
$29,143
399 shares@ 73.05 avg price
Breann Mataia@Kozak & Associates, Inc.
Recent Activity
Increased 0.73%
0.01%
$10,070
138 shares@ 72.98 avg price
Drew Phillips@Fortitude Family Office, Llc
Recent Activity
Increased 3.95%
0.01%
$5,769
79 shares@ 73.03 avg price