Unum Group
DE ˙ MUN ˙ US91529Y1064
72,86 € ↑1,00 (1,39%)
2026-06-04
DELAT PRIS
SecurityDE:UUM / Unum Group
InstitutionFORA Capital, LLC
Latest Disclosed Ownership28,146 shares
Latest Disclosed Value $ 2,055,924
FORA Capital, LLC reports 354.70% increase in ownership of UUM / Unum Group

On May 14, 2026 - FORA Capital, LLC filed a 13F-HR form disclosing ownership of 28,146 shares of Unum Group (DE:UUM) valued at $1,779,953 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,190 shares of Unum Group. This represents a change in shares of 354.70% during the quarter. The current value of the position is $2,050,718 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F UNUM GROUP COM 91529Y106 28,146 21,956 354.70 2,056 329.02 0.1506
2026-02-13 2025-12-31 13F UNUM GROUP COM 91529Y106 6,190 6,190 480 0.0580
2025-08-13 2025-06-30 13F UNUM GROUP COM 91529Y106 0 -12,817 -100.00 0 -100.00
2025-05-14 2025-03-31 13F UNUM GROUP COM 91529Y106 12,817 -27,838 -68.47 1,044 -64.84 0.1059
2025-02-14 2024-12-31 13F UNUM GROUP COM 91529Y106 40,655 40,655 2,969 0.3398
2024-08-13 2024-06-30 13F UNUM GROUP COM 91529Y106 0 -19,741 -100.00 0 -100.00
2024-05-02 2024-03-31 13F UNUM GROUP COM 91529Y106 19,741 19,741 1,059 0.0872
2022-11-14 2022-09-30 13F UNUM GROUP CMN COM 91529Y106 0 -15,817 -100.00 0 0.0000
2022-08-11 2022-06-30 13F UNUM GROUP CMN COM 91529Y106 15,817 -8,265 -34.32 1 0.1070
2022-05-12 2022-03-31 13F UNUM GROUP CMN COM 91529Y106 24,082 24,082 1 0.1368
2020-11-13 2020-09-30 13F UNUM GROUP CMN COM 91529Y106 0 -9,204 -100.00 0 -100.00
2020-08-14 2020-06-30 13F UNUM GROUP CMN COM 91529Y106 9,204 9,204 153 0.0524
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.