Public record / Tickers / UNM

UNM — Unum Group

Both disclosure regimes on one name: who in Congress filed about UNM, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
11
all PTR rows naming UNM
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Lisa C. McClain · $1.0K–$15.0K

Sale · traded 2025-10-31 → filed 2025-11-21. Ranked over every UNM row by the provable lower bound, never a point estimate.

1 member · 1 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

6 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING UNM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning UNM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 11 ↗

Members active in UNM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing UNM in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · UNM

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Gotham Asset Management $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · UNUM GROUP

Merged timeline of congressional filings and notable-manager moves on UNM
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fadd+5,813 sh
2026-05-15Moore Capital Management 13Fnew+30,840 sh
2026-05-15Gotham Asset Management 13Fexit−21,054 sh
2026-05-14Caxton Associates 13Fadd+1,605 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of UNM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.3B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$682M1
3FMR LLC$526M1
4VANGUARD CAPITAL MANAGEMENT LLC$507M1
5STATE STREET CORP$376M1
6DIMENSIONAL FUND ADVISORS LP$298M1
7MORGAN STANLEY$244M1
8GEODE CAPITAL MANAGEMENT, LLC$243M1
9FIRST TRUST ADVISORS LP$237M1
10ADAGE CAPITAL PARTNERS GP, L.L.C.$146M1
11AQR CAPITAL MANAGEMENT LLC$139M1
12Woodline Partners LP$134M1
13NORTHERN TRUST CORP$126M1
14MILLENNIUM MANAGEMENT LLC$123M1
15VICTORY CAPITAL MANAGEMENT INC$120M1
16BALYASNY ASSET MANAGEMENT L.P.$112M1
17TWO SIGMA INVESTMENTS, LP$111M1
18DONALD SMITH & CO., INC.$97.0M1
19Bank of New York Mellon Corp$95.1M1
20Nuveen, LLC$86.5M1
21Point72 Asset Management, L.P.$84.3M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$83.9M1
23NORDEA INVESTMENT MANAGEMENT AB$78.6M1
24D. E. Shaw & Co., Inc.$76.2M1
25ROYAL BANK OF CANADA$75.6M1
26VANGUARD FIDUCIARY TRUST CO$69.3M1
27ALGEBRIS (UK) LTD$68.8M1
28Qube Research & Technologies Ltd$63.0M1
29Invesco Ltd.$61.6M1
30CANADA PENSION PLAN INVESTMENT BOARD$61.4M1
31UBS Group AG$59.3M1
32Quantinno Capital Management LP$55.1M1
33JANE STREET GROUP, LLC$54.4M1
34ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$46.1M1
35SEI INVESTMENTS CO$44.4M1
36Jain Global LLC$43.5M1
37Ensign Peak Advisors, Inc$42.7M1
38BANK OF AMERICA CORP /DE/$42.4M1
39Zurich Insurance Group Ltd/FI$41.3M1
40UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$39.8M1
41Alyeska Investment Group, L.P.$37.5M1
42Squarepoint Ops LLC$37.1M1
43Swedbank AB$36.2M1
44GRACE & WHITE INC /NY$35.7M1
45FRANKLIN RESOURCES INC$34.2M1
46Allianz Asset Management GmbH$33.6M1
47Allspring Global Investments Holdings, LLC$33.0M1
48RHUMBLINE ADVISERS$31.2M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$30.7M1
50WEDGE CAPITAL MANAGEMENT L L P/NC$30.6M1
51Vest Financial, LLC$28.8M1
52Freestone Grove Partners LP$27.5M1
53WELLINGTON MANAGEMENT GROUP LLP$26.6M1
54JACOBS LEVY EQUITY MANAGEMENT, INC$26.2M1
55Retirement Systems of Alabama$25.1M1
56PRINCIPAL FINANCIAL GROUP INC$24.9M1
57ProShare Advisors LLC$24.8M1
58TRUIST FINANCIAL CORP$23.5M1
59AMERIPRISE FINANCIAL INC$23.3M1
60Swiss National Bank$23.0M1
61Interval Partners, LP$22.7M1
62LPL Financial LLC$21.6M1
63ALLIANCEBERNSTEIN L.P.$21.2M1
64STOREBRAND ASSET MANAGEMENT AS$19.9M1
65Schonfeld Strategic Advisors LLC$19.9M1
66Engineers Gate Manager LP$19.8M1
67CITADEL ADVISORS LLC$18.4M1
68LAZARD ASSET MANAGEMENT LLC$18.3M1
69Bridgewater Associates, LP$18.1M1
70VOLORIDGE INVESTMENT MANAGEMENT, LLC$17.9M1
71RAYMOND JAMES FINANCIAL INC$17.6M1
72Legal & General Group Plc$17.3M1
73Assenagon Asset Management S.A.$16.9M1
74MANUFACTURERS LIFE INSURANCE COMPANY, THE$16.8M1
75GATEWAY INVESTMENT ADVISERS LLC$16.6M1
76Corient Private Wealth LLC$15.1M1
77Man Group plc$14.8M1
78BARCLAYS PLC$14.5M1
79VOYA INVESTMENT MANAGEMENT LLC$14.1M1
80Creative Planning$11.3M1
81Hudson Bay Capital Management LP$11.1M1
82STIFEL FINANCIAL CORP$10.9M1
83STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.7M1
84VANGUARD ASSET MANAGEMENT, Ltd$10.5M1
85MERCER GLOBAL ADVISORS INC /ADV$10.4M1
86AMERICAN CENTURY COMPANIES INC$9.6M1
87Barnett & Company, Inc.$8.9M1
88O'SHAUGHNESSY ASSET MANAGEMENT, LLC$8.6M1
89TEACHER RETIREMENT SYSTEM OF TEXAS$8.2M1
90Lighthouse Investment Partners, LLC$8.2M1
91HighTower Advisors, LLC$8.1M1
92US BANCORP \DE\$7.7M1
93Janus Henderson Group Ltd.$7.6M1
94Trexquant Investment LP$7.5M1
95BTC Capital Management, Inc.$7.3M1
96NEW YORK STATE COMMON RETIREMENT FUND$7.2M1
97WELLS FARGO & COMPANY/MN$7.2M1
98RENAISSANCE TECHNOLOGIES LLC$7.0M1
99AlphaCore Capital LLC$7.0M1
100Livforsakringsbolaget Skandia, Omsesidigt$6.8M1
101Cerity Partners LLC$6.7M1
102HENNESSY ADVISORS INC$6.5M1
103SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.3M1
104New Age Alpha Advisors, LLC$6.0M1
105Vanguard Global Advisers, LLC$6.0M1
106CI INVESTMENTS INC.$5.9M1
107FIFTH THIRD BANCORP$5.9M1
108NewSquare Capital LLC$5.7M1
109HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$5.7M1
110Wealthfront Advisers LLC$5.6M1
111CITIGROUP INC$5.6M1
112Silver Lake Advisory, LLC$5.4M1
113Zurcher Kantonalbank (Zurich Cantonalbank)$5.3M1
114PRUDENTIAL FINANCIAL INC$5.1M1
115Illinois Municipal Retirement Fund$4.9M1
116ExodusPoint Capital Management, LP$4.9M1
117Vanguard Personalized Indexing Management, LLC$4.8M1
118Universal- Beteiligungs- und Servicegesellschaft mbH$4.8M1
119Brooklyn Investment Group$4.6M1
120Pathstone Holdings, LLC$4.5M1
121Cetera Investment Advisers$4.3M1
122MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.3M1
123AUXIER ASSET MANAGEMENT LLC$4.1M1
124CIBC WORLD MARKET INC.$4.0M1
125MAI Capital Management$4.0M1
126Y-Intercept (Hong Kong) Ltd$3.9M1
127KLP KAPITALFORVALTNING AS$3.9M1
128STATE OF WISCONSIN INVESTMENT BOARD$3.9M1
129PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.8M1
130INTECH INVESTMENT MANAGEMENT LLC$3.8M1
131DEUTSCHE BANK AG\$3.7M1
132Numerai GP LLC$3.7M1
133WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.5M1
134YOUSIF CAPITAL MANAGEMENT, LLC$3.4M1
135COMMONWEALTH EQUITY SERVICES, LLC$3.4M1
136State of New Jersey Common Pension Fund D$3.4M1
137HANCOCK WHITNEY CORP$3.4M1
138Focus Partners Wealth$3.3M1
139Ameritas Investment Partners, Inc.$3.2M1
140Arizona State Retirement System$3.2M1
141Vanguard Investments Australia, Ltd.$2.9M1
142NISA INVESTMENT ADVISORS, LLC$2.8M1
143apricus wealth, LLC$2.8M1
144COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.8M1
145Larson Financial Group LLC$2.8M1
146Great Diamond Partners, LLC$2.8M1
147BANK OF MONTREAL /CAN/$2.8M1
148NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.7M1
149Waterfront Wealth Inc.$2.7M1
150STATE OF MICHIGAN RETIREMENT SYSTEM$2.7M1
151GLENMEDE TRUST CO NA$2.6M1
152Sculati Wealth Management, LLC$2.6M1
153Sequoia Financial Advisors, LLC$2.6M1
154RITHOLTZ WEALTH MANAGEMENT$2.5M1
155BANK OF NOVA SCOTIA$2.5M1
156BURNEY CO/$2.5M1
157NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.5M1
158Kendall Capital Management$2.4M1
159NAPLES GLOBAL ADVISORS, LLC$2.4M1
160HHM Wealth Advisors, LLC$2.3M1
161OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.3M1
162MOORE CAPITAL MANAGEMENT, LP$2.3M1
163KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$2.2M1
164CPC Advisors, LLC$2.1M1
165SummitTX Capital, L.P.$2.1M1
166Mitsubishi UFJ Trust & Banking Corp$2.1M1
167FORA Capital, LLC$2.1M1
168Aviance Capital Partners, LLC$2.0M1
169CAXTON ASSOCIATES LLP$2.0M1
170LECAP ASSET MANAGEMENT LTD$2.0M1
171OSAIC HOLDINGS, INC.$2.0M1
172Goelzer Investment Management, Inc.$2.0M1
173Amundi$2.0M1
174Brevan Howard Capital Management LP$2.0M1
175Jefferies Financial Group Inc.$2.0M1
176FJ Capital Management LLC$1.9M1
177Summit Trail Advisors, LLC$1.9M1
178Forvis Mazars Wealth Advisors, LLC$1.9M1
179Empowered Funds, LLC$1.9M1
180Pictet Asset Management Holding SA$1.9M1
181Concurrent Investment Advisors, LLC$1.9M1
182CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.8M1
183FULCRUM WEALTH ADVISORS, LLC$1.8M1
184Ethic Inc.$1.8M1
185Investors Research Corp$1.7M1
186XTX Topco Ltd$1.7M1
187Qsemble Capital Management, LP$1.7M1
188Prana Capital Management, LP$1.7M1
189Weaver C. Barksdale & Associates, Inc.$1.7M1
190Laird Norton Wetherby Trust Company, LLC$1.6M1
191Vident Advisory, LLC$1.6M1
192XPONANCE LLC$1.6M1
193STEPHENS INC /AR/$1.5M1
194Ascent Group, LLC$1.5M1
195FIRST CITIZENS BANK & TRUST CO$1.5M1
196Abacus Planning Group, Inc.$1.5M1
197NEW VERNON INVESTMENT MANAGEMENT LLC$1.4M1
198PEAK6 LLC$1.4M1
199Rockefeller Capital Management L.P.$1.4M1
200BAILARD, INC.$1.4M1
201NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.4M1
202CWM, LLC$1.4M1
203Envestnet Portfolio Solutions, Inc.$1.4M1
204SIGNATUREFD, LLC$1.3M1
205ADVISORY RESEARCH INC$1.3M1
206EVERGREEN CAPITAL MANAGEMENT LLC$1.3M1
207KEYNOTE FINANCIAL SERVICES LLC$1.3M1
208Oak Thistle LLC$1.3M1
209Vise Technologies, Inc.$1.2M1
210Mariner, LLC$1.2M1
211HB Wealth Management, LLC$1.2M1
212Neumann Capital Management, LLC$1.2M1
213Savant Capital, LLC$1.2M1
214Havemeyer Place LP$1.2M1
215Fieldview Capital Management, LLC$1.2M1
216ENVESTNET ASSET MANAGEMENT INC$1.1M1
217&PARTNERS$1.1M1
218Caprock Group, LLC$1.1M1
219Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.1M1
220iSAM Funds (UK) Ltd$1.1M1
221BENJAMIN EDWARDS INC$1.1M1
222HSBC HOLDINGS PLC$1.1M1
223Parrish Capital LLC$1.0M1
224Swiss Life Asset Management Ltd$1.0M1
225COMMERCE BANK$1.0M1
226Magnetar Financial LLC$1.0M1
227XML Financial, LLC$1.0M1
228UNITED CAPITAL FINANCIAL ADVISORS, LLC$998K1
229FOX RUN MANAGEMENT, L.L.C.$997K1
230Merit Financial Group, LLC$963K1
231ASSETMARK, INC$952K1
232QRG CAPITAL MANAGEMENT, INC.$946K1
233M&T BANK CORP$941K1
234COLDSTREAM CAPITAL MANAGEMENT INC$939K1
235FEDERATED HERMES, INC.$935K1
236Prospera Financial Services Inc$930K1
237Wedmont Private Capital$908K1
238Chicago Partners Investment Group LLC$876K1
239WORLDQUANT MILLENNIUM ADVISORS LLC$855K1
240MML INVESTORS SERVICES, LLC$842K1
241SECURIAN ASSET MANAGEMENT, INC$819K1
242FAS Wealth Partners, Inc.$815K1
243PATTEN & PATTEN INC/TN$809K1
244HM PAYSON & CO$806K1
245Crossmark Global Holdings, Inc.$805K1
246Keel Point, LLC$800K1
247CSS LLC/IL$788K1
248Federation des caisses Desjardins du Quebec$776K1
249Boxwood Ventures, Inc.$760K1
250Lido Advisors, LLC$744K1
251AE Wealth Management LLC$743K1
252OLD NATIONAL BANCORP /IN/$708K1
253Venture Visionary Partners LLC$698K1
254CARRET ASSET MANAGEMENT, LLC$692K1
255Ashton Thomas Private Wealth, LLC$686K1
256G2 CAPITAL MANAGEMENT, LLC / OH$683K1
257BOS Asset Management, LLC$672K1
258Patriot Financial Group Insurance Agency, LLC$671K1
259GREENWOOD CAPITAL ASSOCIATES LLC$656K1
260Utah Retirement Systems$653K1
261Trivium Point Advisory, LLC$653K1
262Mutual Advisors, LLC$644K1
263Private Advisor Group, LLC$627K1
264Tower Research Capital LLC (TRC)$624K1
265Optas, LLC$621K1
266Maryland State Retirement & Pension System$620K1
267Kestra Advisory Services, LLC$610K1
268Orion Porfolio Solutions, LLC$604K1
269Prosperity Consulting Group, LLC$596K1
270CIBC Asset Management Inc$594K1
271DUMONT & BLAKE INVESTMENT ADVISORS LLC$589K1
272Caption Management, LLC$584K1
273Total Wealth Planning & Management, Inc.$584K1
274Connor, Clark & Lunn Investment Management Ltd.$583K1
275Ameritas Advisory Services, LLC$582K1
276Quadrature Capital Ltd$580K1
277D.A. DAVIDSON & CO.$579K1
278CHOREO, LLC$559K1
279Kera Capital Partners, Inc.$559K1
280AXQ CAPITAL, LP$557K1
281Hennion & Walsh Asset Management, Inc.$552K1
282Advisors Capital Management, LLC$551K1
283Meeder Advisory Services, Inc.$549K1
284Tidal Investments LLC$549K1
285Campion Asset Management$549K1
286Shay Capital LLC$548K1
287Arax Advisory Partners$538K1
288HUNTINGTON NATIONAL BANK$529K1
289Baird Financial Group, Inc.$529K1
290Ballentine Partners, LLC$517K1
291Walleye Capital LLC$511K1
292Atria Investments, Inc$507K1
293Callan Family Office, LLC$506K1
294OCCUDO QUANTITATIVE STRATEGIES LP$495K1
295Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$492K1
296Polymer Capital Management (US) LLC$487K1
297Accurate Wealth Management, LLC$486K1
298ZACKS INVESTMENT MANAGEMENT$473K1
299REGIONS FINANCIAL CORP$472K1
300DnB Asset Management AS$467K1
301Dynamic Technology Lab Private Ltd$466K1
302IHT Wealth Management, LLC$456K1
303Dorsey & Whitney Trust CO LLC$448K1
304BROWN ADVISORY INC$448K1
305Patten Group, Inc.$435K1
306INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$434K1
307Sanctuary Advisors, LLC$433K1
308Glenview Trust Co$430K1
309Walleye Trading LLC$425K1
310MEANS INVESTMENT CO., INC.$423K1
311Aries Wealth Management$419K1
312LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$419K1
313Aaron Wealth Advisors LLC$418K1
314INTEGRITY ALLIANCE, LLC.$417K1
315Farringdon Capital, Ltd.$415K1
316TD Capital Management LLC$413K1
317NewEdge Advisors, LLC$412K1
318Sterling Capital Management LLC$409K1
319LONGFELLOW INVESTMENT MANAGEMENT CO LLC$407K1
320Pallas Capital Advisors LLC$403K1
321INCEPTIONR LLC$401K1
322SHARPEPOINT LLC$397K1
323R Squared Ltd$395K1
324Csenge Advisory Group$380K1
325Kingsview Wealth Management, LLC$378K1
326QUADRANT CAPITAL GROUP LLC$375K1
327DENALI ADVISORS LLC$374K1
328BROOKS, MOORE & ASSOCIATES, INC.$372K1
329EP Wealth Advisors, LLC$368K1
330BLAIR WILLIAM & CO/IL$368K1
331nVerses Capital, LLC$364K1
332SHELTON CAPITAL MANAGEMENT$364K1
333North Dakota State Investment Board$361K1
334SVB WEALTH LLC$361K1
335GREAT LAKES ADVISORS, LLC$358K1
336CIBC Bancorp USA Inc.$352K1
337KESTRA PRIVATE WEALTH SERVICES, LLC$351K1
338GeoWealth Management, LLC$343K1
339Bridgefront Capital, LLC$342K1
340Compound Planning, Inc.$341K1
341MIRABELLA FINANCIAL SERVICES LLP$329K1
342OPPENHEIMER & CO INC$329K1
343Tripletail Wealth Management, LLC$327K1
344Coastline Trust Co$326K1
345Frec Markets, Inc.$325K1
346AlTi Global, Inc.$323K1
347Jacobi Capital Management LLC$316K1
348DELTA ASSET MANAGEMENT LLC/TN$316K1
349SEEDS INVESTOR LLC$314K1
350Beacon Pointe Advisors, LLC$310K1
351Empirical Asset Management, LLC$306K1
352J.W. COLE ADVISORS, INC.$303K1
353Allworth Financial LP$302K1
354JMN Financial LLC$302K1
355WETZEL INVESTMENT ADVISORS, INC.$299K1
356Commonwealth Financial Services, LLC$296K1
357ANCHYRA PARTNERS LLC$294K1
358Arnhold LLC$292K1
359MATHER GROUP, LLC.$291K1
360Calamos Advisors LLC$287K1
361Calamos Wealth Management LLC$287K1
362Paulson Wealth Management Inc.$282K1
363111 Capital$278K1
364GARDNER RUSSO & QUINN LLC$278K1
365Moors & Cabot, Inc.$277K1
366Apollon Wealth Management, LLC$276K1
367Centurion Wealth Management LLC$274K1
368Net Worth Advisory Group$274K1
369Perigon Wealth Management, LLC$271K1
370Atom Investors LP$268K1
371Baker Avenue Asset Management, LP$267K1
372Graham Capital Management, L.P.$265K1
373SAGE RHINO CAPITAL LLC$262K1
374OXFORD ASSET MANAGEMENT LLP$260K1
375NewEdge Wealth, LLC$260K1
376Capital Square, LLC$258K1
377Meiji Yasuda Asset Management Co Ltd.$257K1
378EVOLVE PRIVATE WEALTH, LLC$257K1
379WELCH & FORBES LLC$257K1
380CHILDRESS CAPITAL ADVISORS, LLC$249K1
381BNP Paribas Asset Management Holding S.A.$248K1
382Integrated Advisors Network LLC$246K1
383Diversified Enterprises, LLC$243K1
384Diversified Trust Co$242K1
385EASTERN BANK$241K1
386Vontobel Holding Ltd.$241K1
387NICHOLS & PRATT ADVISERS LLP /MA$239K1
388LaSalle St. Investment Advisors, LLC$238K1
389Clearstead Advisors, LLC$237K1
390Krilogy Financial LLC$236K1
391FIDELIS CAPITAL PARTNERS, LLC$234K1
392Wealthspire Advisors, LLC$234K1
393Laurion Capital Management LP$233K1
394KPP Advisory Services LLC$233K1
395HUB Investment Partners, LLC$231K1
396Blue Trust, Inc.$226K1
397UMB Bank, n.a.$226K1
398Eurizon Capital SGR S.p.A.$226K1
399Machina Capital S.A.S.$223K1
400Sterling Investment Counsel, LLC$222K1
401MJP ASSOCIATES INC /ADV$220K1
402Advisor OS, LLC$220K1
403Sage Capital Management, LLC$220K1
404Sigma Planning Corp$219K1
405Plancorp, LLC$219K1
406Claro Advisors Inc.$219K1
407NOMURA ASSET MANAGEMENT CO LTD$218K1
408Portland Global Advisors LLC$214K1
409VICTORY FINANCIAL GROUP, LLC$213K1
410Capital Investment Advisors, LLC$211K1
411Smartleaf Asset Management LLC$210K1
412Midwest Trust Co$210K1
413DAYMARK WEALTH PARTNERS, LLC$209K1
414OBSIDIAN CIO, LLC$207K1
415Independent Advisor Alliance$205K1
416Quotient Wealth Partners, LLC$204K1
417PFG Investments, LLC$203K1
418PROFUND ADVISORS LLC$203K1
419West Branch Capital LLC$198K1
420LSV ASSET MANAGEMENT$189K1
421Advisors Asset Management, Inc.$188K1
422TOTH FINANCIAL ADVISORY CORP$187K1
423GROUP ONE TRADING LLC$172K1
424NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$171K1
425Curat Global, LLC$160K1
426TD Waterhouse Canada Inc.$152K1
427EXCHANGE TRADED CONCEPTS, LLC$150K1
428New England Capital Financial Advisors LLC$139K1
429Atlantic Union Bankshares Corp$139K1
430Steward Partners Investment Advisory, LLC$132K1
431State of Wyoming$131K1
432Addison Advisors LLC$116K1
433Caitlin John, LLC$110K1
434Westfuller Advisors, LLC$103K1
435CVA Family Office, LLC$101K1
436Basecamp Wealth Advisors LLC$91.7K1
437Center for Financial Planning, Inc.$86.0K1
438WPG Advisers, LLC$84.4K1
439PROFFITT & GOODSON INC$84.3K1
440Parkside Financial Bank & Trust$77.8K1
441HOEY INVESTMENTS, INC$76.7K1
442Manchester Capital Management LLC$75.0K1
443CENTRAL TRUST Co$73.0K1
444Evergreen Advisors, LLC$73.0K1
445MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$71.1K1
446SBI Securities Co., Ltd.$69.9K1
447William B. Walkup & Associates, Inc.$69.6K1
448Cassaday & Co Wealth Management LLC$69.6K1
449Destiny Wealth Partners, LLC$68.7K1
450Ancora Advisors LLC$67.3K1
451Geneos Wealth Management Inc.$61.0K1
452Mitsubishi UFJ Asset Management Co., Ltd.$56.6K1
453INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$55.4K1
454JPL Wealth Management, LLC$52.3K1
455MCF Advisors LLC$51.5K1
456Deseret Mutual Benefit Administrators$46.2K1
457SJS Investment Consulting Inc.$46.0K1
458Quarry LP$46.0K1
459Millstone Evans Group, LLC$45.3K1
460True Wealth Design, LLC$43.4K1
461HRT FINANCIAL LP$39.4K1
462Pinnacle Wealth Planning Services, Inc.$38.3K1
463N.E.W. Advisory Services LLC$31.2K1
464Legacy Wealth Managment, LLC/ID$30.0K1
465Triumph Capital Management$29.2K1
466BARRETT & COMPANY, INC.$28.9K1
467MBM WEALTH CONSULTANTS, LLC$28.7K1
468Gillson Capital LP$27.2K1
469WealthCollab, LLC$27.0K1
470SHP Wealth Management$26.1K1
471ARMSTRONG ADVISORY GROUP, INC$23.5K1
472Founders Capital Management$21.9K1
473SWAN Capital LLC$21.9K1
474KERR FINANCIAL PLANNING Corp$21.7K1
475Measured Wealth Private Client Group, LLC$20.7K1
476JFS WEALTH ADVISORS, LLC$20.7K1
477Private Wealth Management Group, LLC$18.7K1
478DekaBank Deutsche Girozentrale$18.6K1
479Atlantic Edge Private Wealth Management, LLC$18.3K1
480EVOLUTION WEALTH MANAGEMENT INC.$17.6K1
481Hilton Head Capital Partners, LLC$17.2K1
482ALGERT GLOBAL LLC$16.3K1
483Investors Portfolio Services LLC$16.0K1
484Bell Investment Advisors, Inc$14.6K1
485Sachetta, LLC$14.2K1
486Cherry Tree Wealth Management, LLC$13.1K1
487Grove Bank & Trust$12.5K1
488South Dakota Investment Council$12.4K1
489NEW YORK STATE TEACHERS RETIREMENT SYSTEM$12.2K1
490FARMERS & MERCHANTS INVESTMENTS INC$10.2K1
491Newton One Investments LLC$10.1K1
492VAN ECK ASSOCIATES CORP$9.1K1
493FOSTER & MOTLEY INC$9.0K1
494IMG Wealth Management, Inc.$8.8K1
495Magnolia Wealth Management, LLC$8.8K1
496Wall Street Financial Group, Inc.$8.7K1
497Keating Financial Advisory Services, Inc.$8.6K1
498United Financial Planning Group LLC$8.2K1
499Salomon & Ludwin, LLC$7.3K1
500DANSKE BANK A/S$7.3K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on UNM

RETAINED WINDOW · ACTIVE HITS

Zero hits on UNM in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for UNM · financials and macro

Financials — as filed PLANNED

UNM's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: UNM on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing