
Congress trades
Unum Group (UNM)
NYSE · Financial Services · 28 congress trades · last filed 11 months ago
About Unum Group
from the company's filings and listing, as of Oct 24, 2026- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Insurance - Life
- Chief executive
- Richard Paul McKenney
- Employees
- 10,797
- Listed since
- Nov 6, 1986
- Market value
- $14.3B
- Price to earnings (12 mo)
- 21.0
- Net income per share, as reported (12 mo)
- $4.40
- Dividend yield
- 2.09%
Earnings
6 reported quarters · next on Nov 3, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 28, 2026 | $2.16 | $2.16 | $2.9B | $2.9B | EPS in lineRevenue in line |
| Q1 FY2026reported Apr 28, 2026 | $2.14 | $2.05 | $3.4B | $2.9B | EPS beatRevenue beat |
| Q4 FY2025reported Feb 5, 2026 | $1.92 | $2.11 | $3.2B | $3.3B | EPS missRevenue in line |
| Q3 FY2025reported Nov 3, 2025 | $2.09 | $2.15 | $3.4B | $3.3B | EPS missRevenue in line |
| Q2 FY2025reported Jul 29, 2025 | $2.07 | $2.23 | $3.4B | $3.3B | EPS missRevenue in line |
| Q1 FY2025reported Apr 29, 2025 | $2.04 | $2.19 | $3.1B | $3.3B | EPS missRevenue miss |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $1.6B | 17,994,655 | -1.3% | 11.27% |
| Norges Bank | $1.2B | 13,256,645 | New | 8.30% |
| Vanguard Portfolio Management LLC | $767.8M | 8,587,898 | -8.0% | 5.38% |
| FMR LLC | $691.7M | 7,737,197 | +7.3% | 4.85% |
| Vanguard Capital Management LLC | $608.3M | 6,804,023 | -2.0% | 4.26% |
| State Street Corp | $453.2M | 5,069,408 | -1.5% | 3.18% |
| Dimensional Fund Advisors LP | $369.9M | 4,137,367 | +1.3% | 2.59% |
| Morgan Stanley | $290.5M | 3,249,453 | -2.5% | 2.04% |
| Geode Capital Management, LLC | $279.0M | 3,120,361 | -6.1% | 1.95% |
| AQR Capital Management LLCCliff Asness | $266.2M | 2,988,552 | +56.6% | 1.87% |
| LSV Asset Management | $215.7M | 2,413,125 | -6.6% | 1.51% |
| Goldman Sachs Group Inc | $171.3M | 1,916,545 | +21.2% | 1.20% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Congress trades in UNM
20 disclosures of 28 on record · median 32d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +22.8%S&P 500 +11.7% · +11.1 pts vs S&P 500 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +22.8%After the saleS&P 500 +11.7% · +11.1 pts vs S&P 500 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +23.0%After the saleS&P 500 +11.4% · +11.6 pts vs S&P 500 | Oct 31, 2025 | Nov 21, 2025 | 21d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +29.1%S&P 500 +20.4% · +8.7 pts vs S&P 500 | Aug 4, 2025 | Sep 12, 2025 | 39d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +14.8%S&P 500 +26.4% · -11.6 pts vs S&P 500 | Jun 11, 2025 | Aug 13, 2025 | 63d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +16.0%After the saleS&P 500 +27.2% · -11.2 pts vs S&P 500 | Jun 17, 2025 | Aug 13, 2025 | 57d |
| Daniel S. Goldman | Stock | Sale | $1,001 - $15,000 | +129.7%After the saleS&P 500 +85.6% · +44.1 pts vs S&P 500 | Apr 10, 2023 | May 19, 2023 | 39d |
| Daniel S. Goldman | Stock | Purchase | $1,001 - $15,000 | +98.1%S&P 500 +92.6% · +5.6 pts vs S&P 500 | Mar 1, 2023 | Apr 17, 2023 | 47d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +123.9%After the saleS&P 500 +96.1% · +27.9 pts vs S&P 500 | Jan 9, 2023 | Feb 7, 2023 | 29d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +115.1%After the saleS&P 500 +93.0% · +22.1 pts vs S&P 500 | Dec 6, 2022 | Jan 6, 2023 | 31d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +517.1%S&P 500 +156.0% · +361.1 pts vs S&P 500 | May 20, 2020 | Jun 17, 2020 | 28d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +534.9%After the saleS&P 500 +186.7% · +348.2 pts vs S&P 500 | Apr 7, 2020 | May 13, 2020 | 36d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +665.1%After the saleS&P 500 +217.3% · +447.8 pts vs S&P 500 | Mar 18, 2020 | Apr 16, 2020 | 29d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +212.3%S&P 500 +134.4% · +77.9 pts vs S&P 500 | Jan 8, 2020 | Feb 10, 2020 | 33d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +204.1%After the saleS&P 500 +159.9% · +44.2 pts vs S&P 500 | Aug 2, 2019 | Sep 11, 2019 | 40d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +241.2%S&P 500 +168.1% · +73.1 pts vs S&P 500 | Aug 14, 2019 | Sep 11, 2019 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +190.7%S&P 500 +188.0% · +2.7 pts vs S&P 500 | Dec 10, 2018 | Jan 11, 2019 | 32d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +129.1%S&P 500 +160.7% · -31.5 pts vs S&P 500 | Oct 2, 2018 | Nov 9, 2018 | 38d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +158.8%After the saleS&P 500 +181.5% · -22.7 pts vs S&P 500 | Oct 25, 2018 | Nov 9, 2018 | 15d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +150.9%S&P 500 +162.3% · -11.4 pts vs S&P 500 | Aug 28, 2018 | Sep 12, 2018 | 15d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in UNM, filterable by party, chamber, type and account.
Members of Congress reporting a position
1 member · estimate, as of Oct 23, 20261 member reports a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Julie Johnson | Democrat · House | $1,001 - $15,000 | 0.1% |
Estimate, as of Oct 23, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Which members of Congress have traded UNM?
Lisa C. McClain, Daniel S. Goldman, Ro Khanna and Gilbert Ray Cisneros, Jr. disclosed UNM transactions in the filings shown here.
Which members of Congress hold UNM?
1 member of Congress reports a position in UNM in the estimate we hold as of Oct 23, 2026. The estimated position belongs to Julie Johnson. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are UNM trades disclosed?
Congressional disclosures took a median of 32 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
