Unum Group
DE ˙ MUN ˙ US91529Y1064
72,40 € ↑1,80 (2,55%)
2026-06-02
AKTIENPREIS
SecurityDE:UUM / Unum Group
InstitutionBrooks, Moore & Associates, Inc.
Latest Disclosed Ownership5,098 shares
Latest Disclosed Value $ 372,307
Brooks, Moore & Associates, Inc. ownership in UUM / Unum Group

On May 15, 2026 - Brooks, Moore & Associates, Inc. filed a 13F-HR form disclosing ownership of 5,098 shares of Unum Group (DE:UUM) valued at $322,398 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 5,098 shares of Unum Group. This represents a change in shares of 0.00% during the quarter. The current value of the position is $369,095 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)
2026-05-15 2026-03-31 13F UNUM GROUP COM 91529Y106 5,098 0 0.00 372 -5.82 0.1867
2026-02-17 2025-12-31 13F UNUM GROUP COM 91529Y106 5,098 0 0.00 395 -0.25 0.1942
2025-11-17 2025-09-30 13F UNUM GROUP COM 91529Y106 5,098 0 0.00 397 8.20 0.2010
2025-08-15 2025-06-30 13F UNUM GROUP COM 91529Y106 5,098 -100 -1.92 366 -13.48 0.1976
2025-05-14 2025-03-31 13F UNUM GROUP COM 91529Y106 5,198 0 0.00 423 11.61 0.2388
2025-02-14 2024-12-31 13F UNUM GROUP COM 91529Y106 5,198 0 0.00 380 23.05 0.2245
2024-11-14 2024-09-30 13F UNUM GROUP COM 91529Y106 5,198 -300 -5.46 309 9.61 0.1825
2024-08-15 2024-06-30 13F UNUM GROUP COM 91529Y106 5,498 1,700 44.76 281 38.42 0.1807
2024-05-14 2024-03-31 13F UNUM GROUP COM 91529Y106 3,798 3,798 204 0.1307
2022-05-03 2022-03-31 13F UNUM GROUP COM 91529Y106 0 -22,348 -100.00 0 -100.00
2022-02-04 2021-12-31 13F UNUM GROUP COM 91529Y106 22,348 -743 -3.22 549 -5.18 0.3220
2021-11-08 2021-09-30 13F UNUM GROUP COM 91529Y106 23,091 0 0.00 579 -11.74 0.3789
2021-07-21 2021-06-30 13F UNUM GROUP COM 91529Y106 23,091 0 0.00 656 2.02 0.4185
2021-05-04 2021-03-31 13F UNUM GROUP COM 91529Y106 23,091 0 0.00 643 21.32 0.4357
2021-02-08 2020-12-31 13F UNUM GROUP COM 91529Y106 23,091 0 0.00 530 36.25 0.4106
2020-11-02 2020-09-30 13F UNUM GROUP COM 91529Y106 23,091 0 0.00 389 1.57 0.3354
2020-08-10 2020-06-30 13F UNUM GROUP COM 91529Y106 23,091 0 0.00 383 10.37 0.3586
2020-04-22 2020-03-31 13F UNUM GROUP COM 91529Y106 23,091 -200 -0.86 347 -48.90 0.3686
2020-01-30 2019-12-31 13F UNUM GROUP COM 91529Y106 23,291 734 3.25 679 1.34 0.5386
2019-11-06 2019-09-30 13F/A-1 UNUM GROUP COM 91529Y106 22,557 -8,125 -26.48 670 -34.89 0.5660
2019-10-25 2019-09-30 13F UNUM GROUP COM 91529Y106 22,557 -8,125 670 565,959.6395
2019-08-09 2019-06-30 13F UNUM GROUP COM 91529Y106 30,682 50 0.16 1,029 -0.68 0.8839
2019-04-24 2019-03-31 13F UNUM GROUP COM 91529Y106 30,632 -3,763 -10.94 1,036 2.47 0.9453
2019-02-06 2018-12-31 13F UNUM GROUP COM 91529Y106 34,395 34,395 1,011 1.0177
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.