| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Richard P Mckenney | President And Ceo | 940,438 | 0 | 03 Mar, 2026 |
| Michael Q Simonds | Evp, Chief Operating Officer | 222,088 | 0 | 09 May, 2023 |
| Kevin T Kabat | - | 123,806 | 0 | 23 May, 2025 |
| Steven Andrew Zabel | Evp, Chief Financial Officer | 122,794 | 0 | 03 Mar, 2026 |
| Gloria C Larson | - | 121,491 | 0 | 22 Nov, 2024 |
| Joseph Echevarria | - | 96,551 | 0 | 23 May, 2025 |
| Martha Leiper | Evp, Chief Investment Officer | 68,356 | 0 | 04 Mar, 2025 |
| Theodore H Jr Bunting | - | 64,544 | 0 | 23 May, 2025 |
| Susan Lee Cross | - | 63,994 | 0 | 23 May, 2025 |
| Puneet Bhasin | Evp, Chief Info Digital Off. | 63,592 | 0 | 05 Mar, 2024 |
| Timothy Gerald Arnold | Evp, Vb President, Colonial | 58,508 | 0 | 03 Mar, 2026 |
| Elizabeth Claire Ahmed | Evp, People Communications | 54,564 | 0 | 03 Mar, 2026 |
| Christopher W Pyne | Evp, Group Benefits | 52,268 | 0 | 18 Mar, 2026 |
| Francis Shammo | - | 47,058 | 0 | 31 May, 2022 |
| Hanley Ronald P O | - | 43,127 | 0 | 23 May, 2025 |
| Cynthia Egan | - | 42,846 | 0 | 20 Feb, 2026 |
| Timothy F Keaney | - | 38,592 | 0 | 20 Feb, 2026 |
| Susan D. Devore | - | 29,594 | 0 | 23 May, 2025 |
| Lisa G Iglesias | Evp, General Counsel | 29,453 | 0 | 11 Mar, 2026 |
| Shelia Danette Anderson | Evp, Chief Info Digital Off. | 29,031 | 0 | 03 Mar, 2026 |
| Gale V. King | - | 21,271 | 0 | 23 May, 2025 |
| Cherie Pashley | Svp, Chief Accounting Officer | 18,413 | 0 | 11 May, 2022 |
| Mark Paul Till | Evp Ceo, Unum International | 18,032 | 0 | 13 Mar, 2026 |
| Mojgan M Lefebvre | - | 13,078 | 0 | 23 May, 2025 |
| Walter Lynn Jr Rice | Svp, Chief Accounting Officer | 10,342 | 0 | 03 Mar, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 16 Mar, 2026 | Christopher W Pyne | Common Stock | D | 4,852 | $72.47 | 52,268 | D | S |
| 12 Mar, 2026 | Mark Paul Till | Common Stock | D | 1,607 | $0.00 | 18,032 | D | G |
| 09 Mar, 2026 | Lisa G Iglesias | Common Stock | D | 3,500 | $73.00 | 29,453 | D | S |
| 01 Mar, 2026 | Steven Andrew Zabel | Common Stock | D | 2,430 | $71.73 | 109,901 | D | F |
| 01 Mar, 2026 | Timothy Gerald Arnold | Common Stock | D | 906 | $71.73 | 53,726 | D | F |
| 01 Mar, 2026 | Richard P Mckenney | Common Stock | D | 12,423 | $71.73 | 883,279 | D | F |
| 01 Mar, 2026 | Walter Lynn Jr Rice | Common Stock | D | 255 | $71.73 | 8,212 | D | F |
| 01 Mar, 2026 | Mark Paul Till | Common Stock | D | 772 | $71.73 | 17,714 | D | F |
| 01 Mar, 2026 | Lisa G Iglesias | Common Stock | D | 1,244 | $71.73 | 27,395 | D | F |
| 01 Mar, 2026 | Christopher W Pyne | Common Stock | D | 1,161 | $71.73 | 47,026 | D | F |
| 01 Mar, 2026 | Elizabeth Claire Ahmed | Common Stock | D | 1,131 | $71.73 | 49,924 | D | F |
| 01 Mar, 2026 | Shelia Danette Anderson | Common Stock | A | 6,430 | $0.00 | 29,031 | D | A |
| 01 Mar, 2026 | Lisa G Iglesias | Common Stock | D | 1,309 | $71.73 | 26,086 | D | F |
| 01 Mar, 2026 | Christopher W Pyne | Common Stock | D | 1,168 | $71.73 | 45,858 | D | F |
| 01 Mar, 2026 | Steven Andrew Zabel | Common Stock | D | 3,090 | $71.73 | 106,811 | D | F |
| 01 Mar, 2026 | Walter Lynn Jr Rice | Common Stock | D | 333 | $71.73 | 7,879 | D | F |
| 01 Mar, 2026 | Mark Paul Till | Common Stock | D | 803 | $71.73 | 16,911 | D | F |
| 01 Mar, 2026 | Timothy Gerald Arnold | Common Stock | D | 1,208 | $71.73 | 52,518 | D | F |
| 01 Mar, 2026 | Elizabeth Claire Ahmed | Common Stock | D | 245 | $71.73 | 49,679 | D | F |
| 01 Mar, 2026 | Richard P Mckenney | Common Stock | D | 13,235 | $71.73 | 870,044 | D | F |