UNMNYSEAccident & Health InsuranceFiscal year ends December 31Also trades as UNMA
Unum Group
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 29, 2026
$91.77−0.46 (-0.50%)
Close on Oct 19, 2026
- Market cap
- $14.69B
- P/E (TTM)
- 21.4
- Dividend yield
- 1.92%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
142M
Shares held, 13F filers
Institutional holders
761
120 new, 49 sold out
Net institutional buying
16M
In Q2 2026
Insider trades, 12 months
0 buys · 11 sales
Net sold $4.49M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Portfolio Management | 9,379,695 | 5.72% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 17,158,408 | 10.50% | 13G (passive) amendment | Mar 31, 2026 |
| Norges Bank | 14,792,902 | 9.03% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of UNM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17,994,655 | – | $1.61B | −237,849 | 0.02% |
| Norges Bank | 13,256,645 | – | $1.19B | New | 0.12% |
| Vanguard Portfolio Management LLC | 8,587,898 | – | $767.76M | −751,504 | 0.03% |
| FMR LLC | 7,737,197 | – | $691.71M | +527,956 | 0.03% |
| Vanguard Capital Management LLC | 6,804,023 | – | $608.28M | −137,437 | 0.01% |
| State Street Corp | 5,069,408 | – | $453.21M | −78,017 | 0.01% |
| Dimensional Fund Advisors LP | 4,137,367 | – | $369.89M | +52,985 | 0.07% |
| Morgan Stanley | 3,249,453 | – | $290.50M | −85,022 | 0.02% |
| Geode Capital Management, LLC | 3,120,361 | – | $279.02M | −203,536 | 0.01% |
| Aqr Capital Management LLC | 2,988,552 | – | $266.19M | +1,080,525 | 0.09% |
| Lsv Asset Management | 2,413,125 | – | $215.73K | −169,947 | 0.39% |
| Goldman Sachs Group Inc | 1,916,545 | – | $171.34M | +334,817 | 0.01% |
| First Trust Advisors LP | 1,899,262 | – | $169.79M | −1,348,678 | 0.10% |
| Qube Research & Technologies Ltd | 1,887,949 | – | $168.78M | +1,025,282 | 0.16% |
| Nuveen, LLC | 1,762,384 | – | $157.56M | +577,788 | 0.04% |
| Two Sigma Investments, LP | 1,759,799 | – | $157.33M | +235,071 | 0.11% |
| Northern Trust Corp | 1,699,338 | – | $151.92M | −25,514 | 0.02% |
| Woodline Partners LP | 1,665,459 | – | $148.89M | −166,484 | 0.46% |
| Arrowstreet Capital, Limited Partnership | 1,503,280 | – | $134.39M | +871,586 | 0.06% |
| Millennium Management LLC | 1,383,673 | – | $123.70M | −294,959 | 0.04% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 761 | 142M | 120 / 285 | 237 / 49 | 27M | 11M |
| Q1 2026 | 700 | 127M | 90 / 257 | 251 / 77 | 30M | 30M |
| Q4 2025 | 698 | 146M | 108 / 201 | 267 / 69 | 25M | 13M |
| Q3 2025 | 673 | 134M | 55 / 210 | 300 / 107 | 9M | 29M |
| Q2 2025 | 735 | 153M | 82 / 269 | 274 / 67 | 12M | 14M |
| Q1 2025 | 727 | 156M | 109 / 231 | 275 / 56 | 17M | 14M |
| Q4 2024 | 683 | 154M | 118 / 220 | 251 / 50 | 15M | 18M |
| Q3 2024 | 623 | 157M | 91 / 225 | 222 / 41 | 27M | 13M |
| Q2 2024 | 578 | 162M | 66 / 198 | 223 / 60 | 7M | 19M |
| Q1 2024 | 579 | 175M | 79 / 189 | 222 / 65 | 18M | 14M |
| Q4 2023 | 572 | 171M | 74 / 197 | 220 / 73 | 22M | 15M |
| Q3 2023 | 579 | 165M | 67 / 193 | 234 / 41 | 9M | 11M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of UNM | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 5,030,478 | – | $449.72M | 0.36% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 4,818,681 | – | $430.79M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 3,480,381 | – | $311.15M | 0.16% | Jun 30, 2026 |
| iShares Select Dividend ETF | 2,667,648 | – | $229.71M | 0.98% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 2,205,130 | – | $197.14M | 0.29% | Jun 30, 2026 |
| Fidelity Low-Priced Stock Fund | 1,837,366 | – | $158.22M | 0.64% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 1,684,842 | – | $150.62M | 0.15% | Jun 30, 2026 |
| First Trust Rising Dividend Achievers ETF | 1,405,767 | – | $125.68M | 0.51% | Jun 30, 2026 |
| VIP Mid Cap Portfolio | 1,132,100 | – | $101.21M | 1.06% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 831,683 | – | $71.62M | 0.05% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 790,059 | – | $68.03M | 0.40% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 786,947 | – | $65.50M | 0.15% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 744,061 | – | $66.52M | 0.36% | Jun 30, 2026 |
| iShares S&P Mid-Cap 400 Value ETF | 737,372 | – | $65.92M | 0.75% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 730,925 | – | $62.94M | 0.43% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Richard P. McKenney | President and CEO, Director | 943,279 | Mar 3, 2026 |
| Lisa G. Iglesias | EVP, General Counsel | 25,453 | Sep 11, 2026 |
| Walter Lynn Rice JR | SVP, Chief Accounting Officer | 7,915 | Sep 11, 2026 |
| Andrew D. Walker | EVP, Chief Cust. Ops. Officer | 24,324 | Aug 4, 2026 |
| Shelia Danette Anderson | EVP, Chief Info & Digital Off. | 27,214 | May 5, 2026 |
| Elizabeth Claire Ahmed | EVP, People & Communications | 42,587 | May 1, 2026 |
| Christopher W. Pyne | EVP, Group Benefits | 52,268 | Mar 18, 2026 |
| Mark Paul Till | EVP & CEO, Unum International | 26,439 | Mar 13, 2026 |
| Timothy Gerald Arnold | EVP, VB & President, Colonial | 53,302 | Mar 3, 2026 |
| Steven Andrew Zabel | EVP, Chief Financial Officer | 122,794 | Mar 3, 2026 |
| Martha Leiper | EVP, Chief Investment Officer | 64,018 | Mar 4, 2025 |
| Timothy F. Keaney | Director | 36,502 | Sep 11, 2026 |
| Gale V. King | Director | 23,462 | May 28, 2026 |
| Susan Lee Cross | Director | 66,185 | May 28, 2026 |
| Joseph Echevarria | Director | 100,550 | May 28, 2026 |
| Mojgan M. Lefebvre | Director | 15,269 | May 28, 2026 |
| Hanley Ronald P. O | Director | 45,757 | May 28, 2026 |
| Kristi Ann Matus | Director | 2,191 | May 28, 2026 |
| Cynthia Egan | Director | 45,037 | May 28, 2026 |
| Kevin T. Kabat | Director | 127,330 | May 28, 2026 |
| Susan D. DeVore | Director | 31,785 | May 28, 2026 |
| Theodore H. Bunting JR | Director | 64,544 | May 23, 2025 |
| Gloria C. Larson | Director | 121,491 | Nov 22, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Walter Lynn Rice JR SVP, Chief Accounting Officer | Sep 10, 2026 | Gift | −239 | – | – | 7,915 |
| Walter Lynn Rice JR SVP, Chief Accounting Officer | Sep 10, 2026 | Sale | −2,188 | $94.32 | $206.37K | 8,154 |
| Timothy F. Keaney Director | Sep 10, 2026 | Sale | −4,300 | $94.02 | $404.29K | 36,502 |
| Lisa G. Iglesias EVP, General Counsel | Sep 9, 2026 | Sale | −4,000 | $94.44 | $377.76K | 25,453 |
| Andrew D. Walker EVP, Chief Cust. Ops. Officer | Jul 31, 2026 | Tax withholding | −1,819 | $86.11 | $156.63K | 24,324 |
| Susan Lee Cross Director | May 26, 2026 | Award | +2,191 | – | – | 66,185 |
| Gale V. King Director | May 26, 2026 | Award | +2,191 | – | – | 23,462 |
| Kevin T. Kabat Director | May 26, 2026 | Award | +1,333 | – | – | 127,330 |
| Kevin T. Kabat Director | May 26, 2026 | Award | +2,191 | – | – | 125,997 |
| Cynthia Egan Director | May 26, 2026 | Award | +2,191 | – | – | 45,037 |
| Mojgan M. Lefebvre Director | May 26, 2026 | Award | +2,191 | – | – | 15,269 |
| Hanley Ronald P. O Director | May 26, 2026 | Award | +2,191 | – | – | 45,757 |
| Hanley Ronald P. O Director | May 26, 2026 | Award | +1,777 | – | – | 47,534 |
| Kristi Ann Matus Director | May 26, 2026 | Award | +2,191 | – | – | 2,191 |
| Joseph Echevarria Director | May 26, 2026 | Award | +2,191 | – | – | 100,550 |
| Joseph Echevarria Director | May 26, 2026 | Award | +1,540 | – | – | 102,090 |
| Susan D. DeVore Director | May 26, 2026 | Award | +2,191 | – | – | 31,785 |
| Timothy F. Keaney Director | May 26, 2026 | Award | +2,191 | – | – | 40,796 |
| Shelia Danette Anderson EVP, Chief Info & Digital Off. | May 1, 2026 | Tax withholding | −1,817 | $80.84 | $146.89K | 27,214 |
| Elizabeth Claire Ahmed EVP, People & Communications | Apr 30, 2026 | Sale | −12,000 | $80.14 | $961.68K | 42,587 |
| Christopher W. Pyne EVP, Group Benefits | Mar 16, 2026 | Sale(10b5-1 plan) | −4,852 | $72.47 | $351.62K | 52,268 |
| Mark Paul Till EVP & CEO, Unum International | Mar 12, 2026 | Gift | −1,607 | – | – | 18,032 |
| Lisa G. Iglesias EVP, General Counsel | Mar 9, 2026 | Sale | −3,500 | $73.00 | $255.50K | 29,453 |
| Walter Lynn Rice JR SVP, Chief Accounting Officer | Mar 1, 2026 | Tax withholding | −333 | $71.73 | $23.89K | 7,879 |
| Walter Lynn Rice JR SVP, Chief Accounting Officer | Mar 1, 2026 | Tax withholding | −255 | $71.73 | $18.29K | 8,212 |
| Walter Lynn Rice JR SVP, Chief Accounting Officer | Mar 1, 2026 | Tax withholding | −186 | $71.73 | $13.34K | 7,693 |
| Walter Lynn Rice JR SVP, Chief Accounting Officer | Mar 1, 2026 | Award | +2,649 | – | – | 10,342 |
| Richard P. McKenney President and CEO, Director | Mar 1, 2026 | Tax withholding | −12,423 | $71.73 | $891.10K | 883,279 |
| Richard P. McKenney President and CEO, Director | Mar 1, 2026 | Tax withholding | −13,235 | $71.73 | $949.35K | 870,044 |
| Richard P. McKenney President and CEO, Director | Mar 1, 2026 | Award | +78,768 | – | – | 940,438 |
| Richard P. McKenney President and CEO, Director | Mar 1, 2026 | Tax withholding | −8,374 | $71.73 | $600.67K | 861,670 |
| Timothy Gerald Arnold EVP, VB & President, Colonial | Mar 1, 2026 | Tax withholding | −1,208 | $71.73 | $86.65K | 52,518 |
| Timothy Gerald Arnold EVP, VB & President, Colonial | Mar 1, 2026 | Tax withholding | −705 | $71.73 | $50.57K | 51,813 |
| Timothy Gerald Arnold EVP, VB & President, Colonial | Mar 1, 2026 | Award | +6,695 | – | – | 58,508 |
| Timothy Gerald Arnold EVP, VB & President, Colonial | Mar 1, 2026 | Tax withholding | −906 | $71.73 | $64.99K | 53,726 |
| Mark Paul Till EVP & CEO, Unum International | Mar 1, 2026 | Award | +4,008 | – | – | 19,639 |
| Mark Paul Till EVP & CEO, Unum International | Mar 1, 2026 | Tax withholding | −493 | $71.73 | $35.36K | 15,631 |
| Mark Paul Till EVP & CEO, Unum International | Mar 1, 2026 | Tax withholding | −787 | $71.73 | $56.45K | 16,124 |
| Mark Paul Till EVP & CEO, Unum International | Mar 1, 2026 | Tax withholding | −803 | $71.73 | $57.60K | 16,911 |
| Mark Paul Till EVP & CEO, Unum International | Mar 1, 2026 | Tax withholding | −772 | $71.73 | $55.38K | 17,714 |
| Steven Andrew Zabel EVP, Chief Financial Officer | Mar 1, 2026 | Award | +17,840 | – | – | 122,794 |
| Steven Andrew Zabel EVP, Chief Financial Officer | Mar 1, 2026 | Tax withholding | −1,857 | $71.73 | $133.20K | 104,954 |
| Steven Andrew Zabel EVP, Chief Financial Officer | Mar 1, 2026 | Tax withholding | −3,090 | $71.73 | $221.65K | 106,811 |
| Steven Andrew Zabel EVP, Chief Financial Officer | Mar 1, 2026 | Tax withholding | −2,430 | $71.73 | $174.30K | 109,901 |
| Shelia Danette Anderson EVP, Chief Info & Digital Off. | Mar 1, 2026 | Award | +6,430 | – | – | 29,031 |
| Elizabeth Claire Ahmed EVP, People & Communications | Mar 1, 2026 | Award | +6,814 | – | – | 54,564 |
| Elizabeth Claire Ahmed EVP, People & Communications | Mar 1, 2026 | Tax withholding | −1,131 | $71.73 | $81.13K | 49,924 |
| Elizabeth Claire Ahmed EVP, People & Communications | Mar 1, 2026 | Tax withholding | −245 | $71.73 | $17.57K | 49,679 |
| Elizabeth Claire Ahmed EVP, People & Communications | Mar 1, 2026 | Tax withholding | −788 | $71.73 | $56.52K | 47,750 |
| Elizabeth Claire Ahmed EVP, People & Communications | Mar 1, 2026 | Tax withholding | −1,141 | $71.73 | $81.84K | 48,538 |
| Lisa G. Iglesias EVP, General Counsel | Mar 1, 2026 | Tax withholding | −1,309 | $71.73 | $93.89K | 26,086 |
| Lisa G. Iglesias EVP, General Counsel | Mar 1, 2026 | Tax withholding | −1,244 | $71.73 | $89.23K | 27,395 |
| Lisa G. Iglesias EVP, General Counsel | Mar 1, 2026 | Tax withholding | −818 | $71.73 | $58.68K | 25,268 |
| Lisa G. Iglesias EVP, General Counsel | Mar 1, 2026 | Award | +7,685 | – | – | 32,953 |
| Christopher W. Pyne EVP, Group Benefits | Mar 1, 2026 | Tax withholding | −1,161 | $71.73 | $83.28K | 47,026 |
| Christopher W. Pyne EVP, Group Benefits | Mar 1, 2026 | Tax withholding | −1,168 | $71.73 | $83.78K | 45,858 |
| Christopher W. Pyne EVP, Group Benefits | Mar 1, 2026 | Award | +12,460 | – | – | 57,120 |
| Christopher W. Pyne EVP, Group Benefits | Mar 1, 2026 | Tax withholding | −1,198 | $71.73 | $85.93K | 44,660 |
| Timothy F. Keaney Director | Feb 18, 2026 | Sale | −4,500 | $72.58 | $326.61K | 38,592 |
| Cynthia Egan Director | Feb 18, 2026 | Sale | −9,000 | $73.00 | $657.00K | 42,846 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Timothy F. Keaney Director | Sep 10, 2026 | 4,300 | $404.29K | Sep 10, 2026 | Restricted Stock Vesting |
| Walter Lynn Rice JR Officer | Sep 10, 2026 | 2,188 | $206.36K | Sep 10, 2026 | Restricted Stock Vesting |
| Lisa G. Iglesias Officer | Sep 9, 2026 | 4,000 | $377.75K | Sep 9, 2026 | Restricted Stock Vesting |
| Elizabeth Claire Ahmed Officer | Apr 30, 2026 | 12,000 | $961.68K | Apr 30, 2026 | Restricted Stock Vesting |
| Christopher W. Pyne Officer | Mar 16, 2026 | 4,852 | $351.62K | Mar 16, 2026 | Restricted Stock Vesting |
| Lisa G. Iglesias Officer | Mar 9, 2026 | 3,500 | $255.50K | Mar 9, 2026 | Restricted Stock Vesting |
| Timothy F. Keaney Director | Feb 18, 2026 | 4,500 | $326.61K | Feb 18, 2026 | Restricted Stock Vesting |
| Cynthia Egan Director | Feb 18, 2026 | 9,000 | $657.03K | Feb 18, 2026 | Restricted Stock Vesting |
| Walter Lynn Rice JR Officer | Dec 9, 2025 | 900 | $66.15K | Dec 9, 2025 | Restricted Stock Vesting |
| Steven Andrew Zabel Officer | Nov 19, 2025 | 7,500 | $572.86K | Nov 19, 2025 | Restricted Stock Vesting |
| Christopher W. Pyne Officer | Nov 7, 2025 | 4,000 | $312.15K | Nov 7, 2025 | Restricted Stock Vesting |
| Gloria C. Larson Director | Jul 2, 2025 | 24,191 | $1.96M | Jul 2, 2025 | Compensation |
| Gloria C. Larson Director | Jul 1, 2025 | 40,400 | $3.30M | Jul 1, 2025 | Restricted Stock Vesting |
| Gloria C. Larson Director | Jun 30, 2025 | 15,000 | $1.21M | Jun 30, 2025 | Restricted Stock Vesting |
| Gloria C. Larson Former Director | Jun 27, 2025 | 10,000 | $806.25K | Jun 27, 2025 | Restricted Stock Vesting |