UNM β€” UNUM GROUP

Ownership history in Gillson Capital LP  Β·  12 quarters on record

AI Ownership Summary

Gillson Capital LP reported UNUM GROUP (UNM) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.84% in 2025 Q4. The latest visible filing shows UNM at 1.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gillson Capital LP's position in UNUM GROUP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UNM was reported at 1.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.84% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gillson Capital LP held UNM β€” position size vs. price
% of Fund (quarterly)    UNM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 362,600 +116,600 +47.4% 1.84% $28.1M 2026-02-14 (Est.) $71.64
2025 Q3 ADDED 246,000 +218,970 +810.1% 1.66% $19.1M 2025-11-14 $76.51
2025 Q2 REDUCED 27,030 -225,531 -89.3% 0.17% $2.2M 2025-08-14 $70.04
2025 Q1 REDUCED 252,561 -62,509 -19.8% 1.75% $20.6M 2025-05-15 $79.34
2024 Q3 ADDED 315,070 +2,165 +0.7% 1.70% $18.7M 2024-11-14 $70.19
2023 Q3 REDUCED 312,905 -160,430 -33.9% 1.14% $15.4M 2023-11-14 $39.92
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Gillson Capital LP and UNM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gillson Capital LP reported owning UNM?

Gillson Capital LP reported UNM across 6 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported UNM position in Gillson Capital LP's portfolio?

The largest reported portfolio weight for UNM was 1.84% in 2025 Q4.

What is the latest reported UNM position on this page?

The most recent filing on this page is 2025 Q4, when Gillson Capital LP reported 362,600 shares, equal to 1.84% of portfolio, with an estimated market value of $28.1M.

What does the chart on this UNM ownership page compare?

The chart compares Gillson Capital LP's quarterly UNM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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