21 institutions reported holding $46.8M of UNUM GROUP (UNM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($38.2M), PensionDanmark Pensionsforsikringsaktieselskab ($4.4M), Gradient Investments LLC ($1.6M), GAMMA Investing LLC ($859,134), Hennion & Walsh Asset Management, Inc. ($675,953). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Assenagon Asset Management S.A. | $38.2M | 427,364 | Added |
| 2 | PensionDanmark Pensionsforsikringsaktieselskab | $4.4M | 49,243 | New |
| 3 | Gradient Investments LLC | $1.6M | 17,893 | New |
| 4 | GAMMA Investing LLC | $859,134 | 9,610 | Added |
| 5 | Hennion & Walsh Asset Management, Inc. | $675,953 | 7,561 | Trimmed |
| 6 | EASTERN BANK | $294,841 | 3,298 | Hold |
| 7 | Versant Capital Management, Inc | $266,948 | 2,986 | Added |
| 8 | Valeo Financial Advisors, LLC | $251,617 | 2,814 | New |
| 9 | CoreCap Advisors, LLC | $49,438 | 553 | Trimmed |
| 10 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $39,795 | 445 | Added |
| 11 | KERR FINANCIAL PLANNING Corp | $24,887 | 279 | Hold |
| 12 | Cedar Mountain Advisors, LLC | $22,797 | 255 | Hold |
| 13 | CX Institutional | $20,000 | 223 | Added |
| 14 | ELEVATION WEALTH PARTNERS, LLC | $15,735 | 176 | Added |
| 15 | Grove Bank & Trust | $15,287 | 171 | Hold |
| 16 | MassMutual Private Wealth & Trust, FSB | $13,768 | 154 | Hold |
| 17 | Kozak & Associates, Inc. | $13,040 | 143 | Added |
| 18 | Beaird Harris Wealth Management, LLC | $5,653 | 63 | Hold |
| 19 | Retirement Wealth Solutions LLC | $3,576 | 40 | Added |
| 20 | Dogwood Wealth Management LLC | $2,235 | 25 | New |
| 21 | Arlington Trust Co LLC | $1,877 | 21 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30