TCI Wealth Advisors, Inc. - UNUM GROUP ownership

UNUM GROUP's ticker is UNM and the CUSIP is 91529Y106. A total of 462 filers reported holding UNUM GROUP in Q3 2016. The put-call ratio across all filers is 0.41 and the average weighting 0.2%.

About UNUM GROUP

Unum Group is a leading provider of financial protection benefits in the United States and the United Kingdom. The company offers a range of insurance products, including disability, life, and critical illness coverage, to individuals and businesses. With a history dating back to 1848, Unum has established itself as a trusted provider of financial protection for millions of people.

Unum's success is due in large part to its commitment to innovation and customer service. The company has invested heavily in technology and data analytics to improve the customer experience and streamline its operations. Unum has also been recognized for its commitment to diversity and inclusion, with a workforce that reflects the communities it serves.

Despite the challenges posed by the COVID-19 pandemic, Unum has remained resilient and continues to deliver strong financial results. In the second quarter of 2021, the company reported net income of $231.4 million, up from $161.9 million in the same period last year. Unum's CEO, Rick McKenney, credited the company's "disciplined approach to risk management" for its strong performance.

Looking ahead, Unum is well-positioned to continue its growth and success. The company's focus on innovation and customer service, combined with its strong financial position, make it a compelling choice for investors seeking exposure to the financial protection industry.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of UNUM GROUP
ValueSharesWeighting
Q1 2023$53,169
-31.9%
1,344
-29.4%
0.01%
-36.4%
Q4 2022$78,121
+5.6%
1,9040.0%0.01%
-8.3%
Q3 2022$74,000
+15.6%
1,904
+0.9%
0.01%
+20.0%
Q2 2022$64,000
+6.7%
1,8870.0%0.01%
+11.1%
Q1 2022$60,000
+81.8%
1,887
+41.9%
0.01%
+80.0%
Q4 2021$33,000
-26.7%
1,330
-25.2%
0.01%
-28.6%
Q3 2021$45,0000.0%1,778
+11.5%
0.01%
-12.5%
Q2 2021$45,000
+21.6%
1,595
+19.2%
0.01%
-50.0%
Q1 2021$37,000
+19.4%
1,338
-2.2%
0.02%
+14.3%
Q4 2020$31,000
+34.8%
1,368
-1.8%
0.01%
+55.6%
Q3 2020$23,000
+21.1%
1,393
+24.3%
0.01%
+12.5%
Q2 2020$19,000
+18.8%
1,121
+2.1%
0.01%0.0%
Q1 2020$16,000
+166.7%
1,098
+446.3%
0.01%
+300.0%
Q4 2019$6,000
+20.0%
201
+21.1%
0.00%0.0%
Q3 2019$5,000
-16.7%
1660.0%0.00%
-33.3%
Q2 2019$6,0000.0%166
-4.6%
0.00%0.0%
Q1 2019$6,000
+20.0%
174
+4.8%
0.00%
+50.0%
Q4 2018$5,000
-28.6%
166
-4.0%
0.00%
-33.3%
Q3 2018$7,0000.0%173
-1.7%
0.00%0.0%
Q2 2018$7,000
-12.5%
176
+6.0%
0.00%
-25.0%
Q1 2018$8,000
-11.1%
1660.0%0.00%0.0%
Q4 2017$9,000
+12.5%
1660.0%0.00%0.0%
Q3 2017$8,0000.0%1660.0%0.00%0.0%
Q2 2017$8,0000.0%1660.0%0.00%0.0%
Q1 2017$8,000
+14.3%
1660.0%0.00%0.0%
Q4 2016$7,000
+16.7%
1660.0%0.00%
+33.3%
Q3 2016$6,0000.0%166
-12.2%
0.00%0.0%
Q2 2016$6,0000.0%189
-2.1%
0.00%0.0%
Q1 2016$6,0000.0%1930.0%0.00%0.0%
Q4 2015$6,0000.0%1930.0%0.00%
-25.0%
Q3 2015$6,000
-14.3%
1930.0%0.00%0.0%
Q2 2015$7,0000.0%1930.0%0.00%0.0%
Q1 2015$7,0000.0%1930.0%0.00%0.0%
Q4 2014$7,0000.0%1930.0%0.00%0.0%
Q3 2014$7,0000.0%1930.0%0.00%0.0%
Q2 2014$7,0000.0%1930.0%0.00%
-20.0%
Q1 2014$7,0000.0%1930.0%0.01%
+25.0%
Q4 2013$7,000
+16.7%
1930.0%0.00%
-20.0%
Q3 2013$6,0000.0%1930.0%0.01%0.0%
Q2 2013$6,000
+20.0%
1930.0%0.01%0.0%
Q1 2013$5,000
+25.0%
193
+13.5%
0.01%0.0%
Q4 2012$4,0001700.01%
Other shareholders
UNUM GROUP shareholders Q3 2016
NameSharesValueWeighting ↓
BOONE CAPITAL MANAGEMENT LLC 671,530$27,552,87614.14%
Donald Smith & Co. 3,806,379$156,175,7306.11%
Barnett & Company, Inc. 167,200$6,860,2165.24%
GRACE & WHITE INC /NY 560,823$23,010,5684.56%
apricus wealth, LLC 75,025$3,078,2762.80%
McGowan Group Asset Management, Inc. 427,922$17,557,6572.80%
Cordatus Wealth Management LLC 40,004$1,6412.41%
Freemont Management S.A. 327,500$13,437,3252.11%
Dorsey Wright & Associates 143,692$5,895,6681.72%
Gillson Capital LP 470,583$19,3081.46%
View complete list of UNUM GROUP shareholders