SEC 13F Intelligence

Mount Lucas Management LP / UNM

Mount Lucas Management LP’s Unum Group Position

Does Mount Lucas Management LP own Unum Group (UNM)? Not currently — the last reported position was 373.4K shares worth $10M in Q1 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$10M
Q1 2021
Shares
373.4K
% of Portfolio
+3.06%
Quarters Held
4
position exited

Position History UNM

Reported value by quarter
Q2 ’20: $6MQ2 ’20Q3 ’20: $6MQ3 ’20Q4 ’20: $8MQ4 ’20Q1 ’21: $10MQ1 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2021373.4K$10M+3.06%
Q4 2020334.4K$8M+1.61%
Q3 2020327.5K$6M+1.15%
Q2 2020346.6K$6M+1.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mount Lucas Management LP’s full portfolio or all institutional holders of UNM.