$UNM is held by 15 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 6.93%, with an average of 0.51% of portfolio. Largest holder: Barnett & Company, Inc. at 6.93%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
UNUM GROUP
13F holders
675
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 675 · Source: 13F-HR01
ProShare Advisors LLC
—
—
02
Independent Investors Inc.
—
—
03
TB Capital Gestao de Recursos Ltda.
—
—
04
State Street
—
—
05
Axa S.a.
—
—
06
Exor N.V.
—
—
07
Investment Partners, Ltd.
—
—
08
Northeast Financial Consultants Inc
—
—
09
Partners Value Investments L.P.
—
—
10
Jupiter Wealth Management LLC
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
15 holders · Q1 202601
Barnett & Company, Inc.
6.93% NEW
α +12.6pts
02
New Age Alpha Advisors, LLC
0.28% held
α +10.8pts
03
Sharpepoint LLC
0.24% held
α +11.4pts
04
Oxford Asset Management LLP
0.11% held
α +10.3pts
05
Voloridge Investment Management, LLC
0.07% held
α +15.5pts
06
Svb Wealth LLC
0.02% held
α +29.6pts
07
Venture Visionary Partners LLC
0.02% held
α +10.3pts
08
Nisa Investment Advisors, LLC
0.01% held
α +16.6pts
09
Quarry LP
0.01% held
α +10.6pts
10
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts
11
Wellington Management Group LLP
0.01% held
α +10.5pts
12
Caption Management, LLC
0.00% held
α +15.5pts
13
Erste Asset Management GmbH
0.00% held
α +33.4pts
14
Citigroup Inc.
0.00% held
α +26.3pts
15
Connor, Clark & Lunn Investment Management Ltd.
0.00% held
α +12.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
10 transactions · 7 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
6 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $UNM lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $UNM — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 08:35 UTC.