Congress trades
Unum Group (UNM)
About Unum Group
from the company's filings and listing- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Insurance - Life
- Chief executive
- Richard Paul McKenney
- Employees
- 10,797
- Listed since
- Nov 6, 1986
- Market value
- $14.7B
- Price to earnings
- 21.7
- Earnings per share
- $4.40
- Dividend yield
- 2.03%
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 |
| 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 marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $1.6B | 17,994,655 | -1.3% | 11.27% |
| Norges Bank | $1.2B | 13,256,645 | +100.0% | 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% |
| TOMS Capital Investment Management LP | $447.0M | 5,000,000 | +100.0% | 3.13% |
| 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 LLC | $266.2M | 2,988,552 | +56.6% | 1.87% |
| LSV Asset Management | $215.7M | 2,413,125 | -6.6% | 1.51% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Congress trades in UNM
20 disclosures of 28 on record · median 32d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +26.9%S&P +12.3% · vs S&P 500 +14.7% | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +26.9%S&P +12.3% · vs S&P 500 +14.7% | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +27.1%S&P +12.0% · vs S&P 500 +15.1% | Oct 31, 2025 | Nov 21, 2025 | 21d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +33.4%S&P +21.0% · vs S&P 500 +12.4% | Aug 4, 2025 | Sep 12, 2025 | 39d |
| Lisa C. McClainSpouseFiled late | Stock | Purchase | $1,001 - $15,000 | +18.6%S&P +27.0% · vs S&P 500 -8.4% | Jun 11, 2025 | Aug 13, 2025 | 63d |
| Lisa C. McClainSpouseFiled late | Stock | Sale | $1,001 - $15,000 | +19.9%S&P +27.8% · vs S&P 500 -7.9% | Jun 17, 2025 | Aug 13, 2025 | 57d |
| Daniel S. Goldman | Stock | Sale | $1,001 - $15,000 | +136.8%S&P +86.2% · vs S&P 500 +50.6% | Apr 10, 2023 | May 19, 2023 | 39d |
| Daniel S. GoldmanFiled late | Stock | Purchase | $1,001 - $15,000 | +104.2%S&P +93.2% · vs S&P 500 +11.0% | Mar 1, 2023 | Apr 17, 2023 | 47d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +133.3%S&P +97.6% · vs S&P 500 +35.7% | Jan 9, 2023 | Feb 7, 2023 | 29d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +128.3%S&P +95.6% · vs S&P 500 +32.8% | Dec 6, 2022 | Jan 6, 2023 | 31d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +537.7%S&P +157.2% · vs S&P 500 +380.5% | May 20, 2020 | Jun 17, 2020 | 28d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +556.1%S&P +188.1% · vs S&P 500 +368.0% | Apr 7, 2020 | May 13, 2020 | 36d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +688.7%S&P +218.4% · vs S&P 500 +470.4% | Mar 18, 2020 | Apr 16, 2020 | 29d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +222.7%S&P +135.5% · vs S&P 500 +87.2% | Jan 8, 2020 | Feb 10, 2020 | 33d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +251.7%S&P +169.0% · vs S&P 500 +82.8% | Aug 14, 2019 | Sep 11, 2019 | 28d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +214.3%S&P +161.2% · vs S&P 500 +53.1% | Aug 2, 2019 | Sep 11, 2019 | 40d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +200.4%S&P +189.4% · vs S&P 500 +11.0% | Dec 10, 2018 | Jan 11, 2019 | 32d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +136.8%S&P +161.9% · vs S&P 500 -25.1% | Oct 2, 2018 | Nov 9, 2018 | 38d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +167.5%S&P +182.9% · vs S&P 500 -15.4% | Oct 25, 2018 | Nov 9, 2018 | 15d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +159.2%S&P +163.6% · vs S&P 500 -4.3% | Aug 28, 2018 | Sep 12, 2018 | 15d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
1 member · estimate, as of Sep 10, 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 Sep 10, 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, 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 Sep 10, 2026. The largest 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 Sep 10, 2026.