Unum Group
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Unum has 4 disclosed suppliers and 3 disclosed customers in SEC filings.
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
SentenceIn July 2025, immediately prior to entering into the reinsurance agreement with Fortitude Re, Unum America recaptured the aforementioned Closed Block long-term care business from Fairwind Insurance Company (Fairwind), an affiliated captive reinsurer, and assumed the aforementioned Unum US individual disability business from Provident Life and Accident Insurance Company (Provident), an affiliate.
UNM 10-Kaccession 0000005513-26-000008
SentenceUpon closing the transaction in July 2025, we transferred to Fortitude Re $953.5 million of cash as well as fixed maturity securities with a fair value totaling $3,230.1 million and accrued investment income of $47.1 million.
UNM 10-Kaccession 0000005513-26-000008
SentenceIn July 2025, immediately prior to entering into the reinsurance agreement with Fortitude Re, Unum America recaptured the aforementioned Closed Block long-term care business from Fairwind Insurance Company (Fairwind), an affiliated captive reinsurer, and assumed the aforementioned Unum US individual disability business from Provident Life and Accident Insurance Company (Provident), an affiliate.
UNM 10-Kaccession 0000005513-26-000008
SentenceIn addition to the global catastrophic reinsurance coverage noted above, Unum Limited has additional catastrophic coverage via an arms-length, intercompany reinsurance agreement with Unum America, under similar terms as the global catastrophic treaties.
UNM 10-Kaccession 0000005513-26-000008
SentenceIn addition, we also entered into an agreement with Commonwealth whereby we will provide a 12-year volatility cover to Commonwealth for the active life cohort (ALR cohort) ceded as a part of the reinsurance transaction described above.
UNM 10-Kaccession 0000005513-26-000008
SentenceUnum America cedes certain long-term care business to Fairwind Insurance Company (Fairwind), which is an affiliated captive reinsurance subsidiary (captive reinsurer) domiciled in the United States, with Unum Group as the ultimate parent.
UNM 10-Kaccession 0000005513-26-000008
SentenceAs of July 2025, we closed the Fortitude Reinsurance Company Ltd. (Fortitude Re) reinsurance transaction and ceded a portion of the long-term care product line.
UNM 10-Kaccession 0000005513-26-000008
Largest filed tie
—
Unum Group
91.16
Expected move
Inputsstraddle ±7.8%
spot 91.14exp Nov 20ATM strike 90ATM straddle 8.35IV 48%