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Compiled from SEC Form N-PX filings and UNUM GROUP’s Form 8-K, filed 2024-05-24 (Item 5.07 on EDGAR). Page generated 04 October 2026.
Explore UNUM GROUP in the interactive database Compare manager voting policies
These tallies are UNUM GROUP’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-05-24 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Theodore H. Bunting, Jr. | 155,286,898 | 837,869 | 269,837 | -- | 15,117,115 | Majority: yes |
| Elect Director: Susan L. Cross | 155,929,413 | 197,726 | 267,465 | -- | 15,117,115 | Majority: yes |
| Elect Director: Susan D. DeVore | 155,331,074 | 794,934 | 268,596 | -- | 15,117,115 | Majority: yes |
| Elect Director: Joseph J. Echevarria | 155,705,944 | 416,279 | 272,381 | -- | 15,117,115 | Majority: yes |
| Elect Director: Cynthia L. Egan | 150,687,513 | 5,439,430 | 267,661 | -- | 15,117,115 | Majority: yes |
| Elect Director: Kevin T. Kabat | 153,009,264 | 3,112,327 | 273,013 | -- | 15,117,115 | Majority: yes |
| Elect Director: Timothy F. Keaney | 153,423,089 | 2,699,846 | 271,669 | -- | 15,117,115 | Majority: yes |
| Elect Director: Gale V. King | 155,274,356 | 852,659 | 267,589 | -- | 15,117,115 | Majority: yes |
| Elect Director: Gloria C. Larson | 151,967,251 | 4,156,185 | 271,168 | -- | 15,117,115 | Majority: yes |
| Elect Director: Mojgan M. Lefebvre | 155,880,771 | 227,986 | 285,847 | -- | 15,117,115 | Majority: yes |
| Elect Director: Richard P. McKenney | 155,432,008 | 692,260 | 270,336 | -- | 15,117,115 | Majority: yes |
| Elect Director: Ronald P. O'Hanley | 155,282,641 | 840,961 | 271,002 | -- | 15,117,115 | Majority: yes |
This meeting is also recorded here as 2024-05-24; both records come from the same filing, so the date should be checked against it.
Source: UNUM GROUP, Form 8-K, filed with the SEC on 2024-05-24 — read the filing on EDGAR.
Each item below shows how the 528 asset managers that disclosed a UNUM GROUP vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of UNUM GROUP’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 12 wordings of this item as funds reported it.
97% fund support · no official result
The 491 asset managers below cast 97% of the shares they voted on this item FOR (146,015,760 for, 4,037,171 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 31,294,477 | 0 | 0 | 0 | For |
| Vanguard | 18,838,122 | 0 | 0 | 0 | For |
| BlackRock | 17,685,825 | 286,836 | 0 | 0 | For |
| Charles Schwab | 10,830,017 | 0 | 0 | 0 | For |
| Dimensional | 5,198,326 | 0 | 0 | 0 | For |
| Man Group plc | 4,763,500 | 0 | 0 | 0 | For |
| DONALD SMITH & CO., INC. | 3,499,512 | 0 | 0 | 0 | For |
| AQR | 3,075,870 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 2,984,944 | 0 | 0 | 0 | For |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2,230,654 | 116,768 | 0 | 0 | For |
| LSV ASSET MANAGEMENT | 2,302,120 | 0 | 0 | 0 | For |
| Invesco | 2,082,378 | 0 | 0 | 0 | For |
| Northern Trust | 1,776,137 | 140 | 0 | 0 | For |
| Goldman Sachs | 1,723,488 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 1,660,151 | 0 | 0 | 0 | For |
| SEI | 1,605,677 | 0 | 0 | 0 | For |
| State Street | 1,489,769 | 540 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1,423,178 | 0 | 0 | 0 | For |
| First Trust | 1,227,941 | 5,981 | 0 | 0 | For |
| Nuveen | 1,188,055 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 1,171,036 | 0 | 0 | 0 | For |
| TIAA | 1,097,500 | 0 | 0 | 0 | For |
| BOONE CAPITAL MANAGEMENT LLC | 1,018,708 | 0 | 0 | 0 | For |
| Two Sigma | 957,360 | 0 | 0 | 0 | For |
| John Hancock | 912,776 | 0 | 0 | 0 | For |
Showing the 25 largest of 491 asset managers. See all 491 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99.4% Majority: yes · of votes cast
UNUM GROUP’s own tally for this item (“Elect Director: Theodore H. Bunting, Jr.”): 155,286,898 for, 837,869 against, per its Form 8-K filed 2024-05-24 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 189,383,214 outstanding shares: 82% for, 0.5% against (82% of the company cast a for/against vote).
The 117 asset managers below cast 100% of the shares they voted on this item FOR (72,697,073 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 18,838,122 | 0 | 0 | 0 | For |
| Fidelity | 15,910,313 | 0 | 0 | 0 | For |
| BlackRock | 11,434,501 | 0 | 0 | 0 | For |
| Charles Schwab | 5,409,591 | 0 | 0 | 0 | For |
| Dimensional | 4,430,086 | 0 | 0 | 0 | For |
| State Street | 1,490,309 | 0 | 0 | 0 | For |
| First Trust | 1,227,941 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 1,171,036 | 0 | 0 | 0 | For |
| TIAA | 1,097,333 | 0 | 0 | 0 | For |
| Invesco | 954,082 | 0 | 0 | 0 | For |
| ProShares | 640,856 | 0 | 0 | 0 | For |
| WisdomTree | 520,743 | 0 | 0 | 0 | For |
| John Hancock | 506,371 | 0 | 0 | 0 | For |
| AQR | 453,728 | 0 | 0 | 0 | For |
| SEI | 444,191 | 0 | 0 | 0 | For |
| Voya | 404,693 | 0 | 0 | 0 | For |
| Goldman Sachs | 394,220 | 0 | 0 | 0 | For |
| Guggenheim | 389,416 | 0 | 0 | 0 | For |
| Equitable | 380,718 | 0 | 0 | 0 | For |
| Jackson National | 366,097 | 0 | 0 | 0 | For |
| Victory Capital | 358,451 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 323,164 | 0 | 0 | 0 | For |
| JPMorgan | 307,393 | 0 | 0 | 0 | For |
| GPS Funds II | 247,217 | 0 | 0 | 0 | For |
| Gateway Trust | 245,220 | 0 | 0 | 0 | For |
Showing the 25 largest of 117 asset managers. See all 117 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99.4% Majority: yes · of votes cast
UNUM GROUP’s own tally for this item (“Elect Director: Susan D. DeVore”): 155,331,074 for, 794,934 against, per its Form 8-K filed 2024-05-24 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 189,383,214 outstanding shares: 82% for, 0.5% against (82% of the company cast a for/against vote).
The 117 asset managers below cast 99.9% of the shares they voted on this item FOR (72,696,649 for, 424 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 18,838,122 | 0 | 0 | 0 | For |
| Fidelity | 15,910,313 | 0 | 0 | 0 | For |
| BlackRock | 11,434,501 | 0 | 0 | 0 | For |
| Charles Schwab | 5,409,591 | 0 | 0 | 0 | For |
| Dimensional | 4,430,086 | 0 | 0 | 0 | For |
| State Street | 1,490,309 | 0 | 0 | 0 | For |
| First Trust | 1,227,941 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 1,171,036 | 0 | 0 | 0 | For |
| TIAA | 1,097,333 | 0 | 0 | 0 | For |
| Invesco | 954,082 | 0 | 0 | 0 | For |
| ProShares | 640,856 | 0 | 0 | 0 | For |
| WisdomTree | 520,743 | 0 | 0 | 0 | For |
| John Hancock | 506,371 | 0 | 0 | 0 | For |
| AQR | 453,728 | 0 | 0 | 0 | For |
| SEI | 444,191 | 0 | 0 | 0 | For |
| Voya | 404,693 | 0 | 0 | 0 | For |
| Goldman Sachs | 394,220 | 0 | 0 | 0 | For |
| Guggenheim | 389,416 | 0 | 0 | 0 | For |
| Equitable | 380,718 | 0 | 0 | 0 | For |
| Jackson National | 366,097 | 0 | 0 | 0 | For |
| Victory Capital | 358,451 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 323,164 | 0 | 0 | 0 | For |
| JPMorgan | 307,393 | 0 | 0 | 0 | For |
| GPS Funds II | 247,217 | 0 | 0 | 0 | For |
| Gateway Trust | 245,220 | 0 | 0 | 0 | For |
Showing the 25 largest of 117 asset managers. See all 117 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.7% Majority: yes · of votes cast
UNUM GROUP’s own tally for this item (“Elect Director: Joseph J. Echevarria”): 155,705,944 for, 416,279 against, per its Form 8-K filed 2024-05-24 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 189,383,214 outstanding shares: 82% for, 0.3% against (82% of the company cast a for/against vote).
The 117 asset managers below cast 99.9% of the shares they voted on this item FOR (72,696,649 for, 424 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 18,838,122 | 0 | 0 | 0 | For |
| Fidelity | 15,910,313 | 0 | 0 | 0 | For |
| BlackRock | 11,434,501 | 0 | 0 | 0 | For |
| Charles Schwab | 5,409,591 | 0 | 0 | 0 | For |
| Dimensional | 4,430,086 | 0 | 0 | 0 | For |
| State Street | 1,490,309 | 0 | 0 | 0 | For |
| First Trust | 1,227,941 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 1,171,036 | 0 | 0 | 0 | For |
| TIAA | 1,097,333 | 0 | 0 | 0 | For |
| Invesco | 954,082 | 0 | 0 | 0 | For |
| ProShares | 640,856 | 0 | 0 | 0 | For |
| WisdomTree | 520,743 | 0 | 0 | 0 | For |
| John Hancock | 506,371 | 0 | 0 | 0 | For |
| AQR | 453,728 | 0 | 0 | 0 | For |
| SEI | 444,191 | 0 | 0 | 0 | For |
| Voya | 404,693 | 0 | 0 | 0 | For |
| Goldman Sachs | 394,220 | 0 | 0 | 0 | For |
| Guggenheim | 389,416 | 0 | 0 | 0 | For |
| Equitable | 380,718 | 0 | 0 | 0 | For |
| Jackson National | 366,097 | 0 | 0 | 0 | For |
| Victory Capital | 358,451 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 323,164 | 0 | 0 | 0 | For |
| JPMorgan | 307,393 | 0 | 0 | 0 | For |
| GPS Funds II | 247,217 | 0 | 0 | 0 | For |
| Gateway Trust | 245,220 | 0 | 0 | 0 | For |
Showing the 25 largest of 117 asset managers. See all 117 in the interactive database.
Combines 5 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
UNUM GROUP’s own tally for this item (“Elect Director: Cynthia L. Egan”): 150,687,513 for, 5,439,430 against, per its Form 8-K filed 2024-05-24 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 189,383,214 outstanding shares: 80% for, 3% against (82% of the company cast a for/against vote).
The 117 asset managers below cast 99% of the shares they voted on this item FOR (71,737,788 for, 959,285 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 18,838,122 | 0 | 0 | 0 | For |
| Fidelity | 15,910,313 | 0 | 0 | 0 | For |
| BlackRock | 11,434,501 | 0 | 0 | 0 | For |
| Charles Schwab | 5,409,591 | 0 | 0 | 0 | For |
| Dimensional | 4,430,086 | 0 | 0 | 0 | For |
| State Street | 1,490,309 | 0 | 0 | 0 | For |
| First Trust | 1,227,941 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 1,171,036 | 0 | 0 | 0 | For |
| TIAA | 1,097,333 | 0 | 0 | 0 | For |
| Invesco | 0 | 954,082 | 0 | 0 | Against |
| ProShares | 640,856 | 0 | 0 | 0 | For |
| WisdomTree | 520,743 | 0 | 0 | 0 | For |
| John Hancock | 506,371 | 0 | 0 | 0 | For |
| AQR | 453,728 | 0 | 0 | 0 | For |
| SEI | 444,191 | 0 | 0 | 0 | For |
| Voya | 404,693 | 0 | 0 | 0 | For |
| Goldman Sachs | 394,220 | 0 | 0 | 0 | For |
| Guggenheim | 389,416 | 0 | 0 | 0 | For |
| Equitable | 380,718 | 0 | 0 | 0 | For |
| Jackson National | 366,097 | 0 | 0 | 0 | For |
| Victory Capital | 358,451 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 323,164 | 0 | 0 | 0 | For |
| JPMorgan | 307,393 | 0 | 0 | 0 | For |
| GPS Funds II | 247,217 | 0 | 0 | 0 | For |
| Gateway Trust | 245,220 | 0 | 0 | 0 | For |
Showing the 25 largest of 117 asset managers. See all 117 in the interactive database.
Combines 5 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
UNUM GROUP’s own tally for this item (“Elect Director: Timothy F. Keaney”): 153,423,089 for, 2,699,846 against, per its Form 8-K filed 2024-05-24 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 189,383,214 outstanding shares: 81% for, 1% against (82% of the company cast a for/against vote).
The 117 asset managers below cast 99.8% of the shares they voted on this item FOR (72,561,864 for, 135,209 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 18,838,122 | 0 | 0 | 0 | For |
| Fidelity | 15,910,313 | 0 | 0 | 0 | For |
| BlackRock | 11,434,501 | 0 | 0 | 0 | For |
| Charles Schwab | 5,409,591 | 0 | 0 | 0 | For |
| Dimensional | 4,430,086 | 0 | 0 | 0 | For |
| State Street | 1,490,127 | 182 | 0 | 0 | For |
| First Trust | 1,227,941 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 1,171,036 | 0 | 0 | 0 | For |
| TIAA | 1,097,333 | 0 | 0 | 0 | For |
| Invesco | 954,082 | 0 | 0 | 0 | For |
| ProShares | 640,856 | 0 | 0 | 0 | For |
| WisdomTree | 520,743 | 0 | 0 | 0 | For |
| John Hancock | 506,371 | 0 | 0 | 0 | For |
| AQR | 453,728 | 0 | 0 | 0 | For |
| SEI | 444,191 | 0 | 0 | 0 | For |
| Voya | 404,693 | 0 | 0 | 0 | For |
| Goldman Sachs | 394,220 | 0 | 0 | 0 | For |
| Guggenheim | 389,416 | 0 | 0 | 0 | For |
| Equitable | 380,718 | 0 | 0 | 0 | For |
| Jackson National | 366,097 | 0 | 0 | 0 | For |
| Victory Capital | 358,451 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 323,164 | 0 | 0 | 0 | For |
| JPMorgan | 307,393 | 0 | 0 | 0 | For |
| GPS Funds II | 247,217 | 0 | 0 | 0 | For |
| Gateway Trust | 245,220 | 0 | 0 | 0 | For |
Showing the 25 largest of 117 asset managers. See all 117 in the interactive database.
Combines 5 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
UNUM GROUP’s own tally for this item (“Elect Director: Gloria C. Larson”): 151,967,251 for, 4,156,185 against, per its Form 8-K filed 2024-05-24 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 189,383,214 outstanding shares: 80% for, 2% against (82% of the company cast a for/against vote).
The 117 asset managers below cast 99.9% of the shares they voted on this item FOR (72,646,839 for, 50,234 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 18,838,122 | 0 | 0 | 0 | For |
| Fidelity | 15,910,313 | 0 | 0 | 0 | For |
| BlackRock | 11,434,501 | 0 | 0 | 0 | For |
| Charles Schwab | 5,409,591 | 0 | 0 | 0 | For |
| Dimensional | 4,430,086 | 0 | 0 | 0 | For |
| State Street | 1,490,127 | 182 | 0 | 0 | For |
| First Trust | 1,227,941 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 1,171,036 | 0 | 0 | 0 | For |
| TIAA | 1,097,333 | 0 | 0 | 0 | For |
| Invesco | 954,082 | 0 | 0 | 0 | For |
| ProShares | 640,856 | 0 | 0 | 0 | For |
| WisdomTree | 520,743 | 0 | 0 | 0 | For |
| John Hancock | 506,371 | 0 | 0 | 0 | For |
| AQR | 453,728 | 0 | 0 | 0 | For |
| SEI | 444,191 | 0 | 0 | 0 | For |
| Voya | 404,693 | 0 | 0 | 0 | For |
| Goldman Sachs | 394,220 | 0 | 0 | 0 | For |
| Guggenheim | 389,416 | 0 | 0 | 0 | For |
| Equitable | 380,718 | 0 | 0 | 0 | For |
| Jackson National | 366,097 | 0 | 0 | 0 | For |
| Victory Capital | 358,451 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 323,164 | 0 | 0 | 0 | For |
| JPMorgan | 307,393 | 0 | 0 | 0 | For |
| GPS Funds II | 247,217 | 0 | 0 | 0 | For |
| Gateway Trust | 245,220 | 0 | 0 | 0 | For |
Showing the 25 largest of 117 asset managers. See all 117 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.8% Majority: yes · of votes cast
UNUM GROUP’s own tally for this item (“Elect Director: Mojgan M. Lefebvre”): 155,880,771 for, 227,986 against, per its Form 8-K filed 2024-05-24 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 189,383,214 outstanding shares: 82% for, 0.2% against (82% of the company cast a for/against vote).
The 117 asset managers below cast 100% of the shares they voted on this item FOR (72,696,649 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 18,838,122 | 0 | 0 | 0 | For |
| Fidelity | 15,910,313 | 0 | 0 | 0 | For |
| BlackRock | 11,434,501 | 0 | 0 | 0 | For |
| Charles Schwab | 5,409,591 | 0 | 0 | 0 | For |
| Dimensional | 4,430,086 | 0 | 0 | 0 | For |
| State Street | 1,490,309 | 0 | 0 | 0 | For |
| First Trust | 1,227,941 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 1,171,036 | 0 | 0 | 0 | For |
| TIAA | 1,097,333 | 0 | 0 | 0 | For |
| Invesco | 954,082 | 0 | 0 | 0 | For |
| ProShares | 640,856 | 0 | 0 | 0 | For |
| WisdomTree | 520,743 | 0 | 0 | 0 | For |
| John Hancock | 506,371 | 0 | 0 | 0 | For |
| AQR | 453,728 | 0 | 0 | 0 | For |
| SEI | 444,191 | 0 | 0 | 0 | For |
| Voya | 404,693 | 0 | 0 | 0 | For |
| Goldman Sachs | 394,220 | 0 | 0 | 0 | For |
| Guggenheim | 389,416 | 0 | 0 | 0 | For |
| Equitable | 380,718 | 0 | 0 | 0 | For |
| Jackson National | 366,097 | 0 | 0 | 0 | For |
| Victory Capital | 358,451 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 323,164 | 0 | 0 | 0 | For |
| JPMorgan | 307,393 | 0 | 0 | 0 | For |
| GPS Funds II | 247,217 | 0 | 0 | 0 | For |
| Gateway Trust | 245,220 | 0 | 0 | 0 | For |
Showing the 25 largest of 117 asset managers. See all 117 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99.5% Majority: yes · of votes cast
UNUM GROUP’s own tally for this item (“Elect Director: Richard P. McKenney”): 155,432,008 for, 692,260 against, per its Form 8-K filed 2024-05-24 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 189,383,214 outstanding shares: 82% for, 0.4% against (82% of the company cast a for/against vote).
The 117 asset managers below cast 99.9% of the shares they voted on this item FOR (72,696,649 for, 424 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 18,838,122 | 0 | 0 | 0 | For |
| Fidelity | 15,910,313 | 0 | 0 | 0 | For |
| BlackRock | 11,434,501 | 0 | 0 | 0 | For |
| Charles Schwab | 5,409,591 | 0 | 0 | 0 | For |
| Dimensional | 4,430,086 | 0 | 0 | 0 | For |
| State Street | 1,490,309 | 0 | 0 | 0 | For |
| First Trust | 1,227,941 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 1,171,036 | 0 | 0 | 0 | For |
| TIAA | 1,097,333 | 0 | 0 | 0 | For |
| Invesco | 954,082 | 0 | 0 | 0 | For |
| ProShares | 640,856 | 0 | 0 | 0 | For |
| WisdomTree | 520,743 | 0 | 0 | 0 | For |
| John Hancock | 506,371 | 0 | 0 | 0 | For |
| AQR | 453,728 | 0 | 0 | 0 | For |
| SEI | 444,191 | 0 | 0 | 0 | For |
| Voya | 404,693 | 0 | 0 | 0 | For |
| Goldman Sachs | 394,220 | 0 | 0 | 0 | For |
| Guggenheim | 389,416 | 0 | 0 | 0 | For |
| Equitable | 380,718 | 0 | 0 | 0 | For |
| Jackson National | 366,097 | 0 | 0 | 0 | For |
| Victory Capital | 358,451 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 323,164 | 0 | 0 | 0 | For |
| JPMorgan | 307,393 | 0 | 0 | 0 | For |
| GPS Funds II | 247,217 | 0 | 0 | 0 | For |
| Gateway Trust | 245,220 | 0 | 0 | 0 | For |
Showing the 25 largest of 117 asset managers. See all 117 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99.4% Majority: yes · of votes cast
UNUM GROUP’s own tally for this item (“Elect Director: Ronald P. O'Hanley”): 155,282,641 for, 840,961 against, per its Form 8-K filed 2024-05-24 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 189,383,214 outstanding shares: 82% for, 0.5% against (82% of the company cast a for/against vote).
The 117 asset managers below cast 99.9% of the shares they voted on this item FOR (72,696,649 for, 424 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 18,838,122 | 0 | 0 | 0 | For |
| Fidelity | 15,910,313 | 0 | 0 | 0 | For |
| BlackRock | 11,434,501 | 0 | 0 | 0 | For |
| Charles Schwab | 5,409,591 | 0 | 0 | 0 | For |
| Dimensional | 4,430,086 | 0 | 0 | 0 | For |
| State Street | 1,490,309 | 0 | 0 | 0 | For |
| First Trust | 1,227,941 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 1,171,036 | 0 | 0 | 0 | For |
| TIAA | 1,097,333 | 0 | 0 | 0 | For |
| Invesco | 954,082 | 0 | 0 | 0 | For |
| ProShares | 640,856 | 0 | 0 | 0 | For |
| WisdomTree | 520,743 | 0 | 0 | 0 | For |
| John Hancock | 506,371 | 0 | 0 | 0 | For |
| AQR | 453,728 | 0 | 0 | 0 | For |
| SEI | 444,191 | 0 | 0 | 0 | For |
| Voya | 404,693 | 0 | 0 | 0 | For |
| Goldman Sachs | 394,220 | 0 | 0 | 0 | For |
| Guggenheim | 389,416 | 0 | 0 | 0 | For |
| Equitable | 380,718 | 0 | 0 | 0 | For |
| Jackson National | 366,097 | 0 | 0 | 0 | For |
| Victory Capital | 358,451 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 323,164 | 0 | 0 | 0 | For |
| JPMorgan | 307,393 | 0 | 0 | 0 | For |
| GPS Funds II | 247,217 | 0 | 0 | 0 | For |
| Gateway Trust | 245,220 | 0 | 0 | 0 | For |
Showing the 25 largest of 117 asset managers. See all 117 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.4% Majority: yes · of votes cast
UNUM GROUP’s own tally for this item (“Elect Director: Gale V. King”): 155,274,356 for, 852,659 against, per its Form 8-K filed 2024-05-24 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 189,383,214 outstanding shares: 82% for, 0.5% against (82% of the company cast a for/against vote).
The 116 asset managers below cast 99.9% of the shares they voted on this item FOR (72,681,383 for, 424 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 18,838,122 | 0 | 0 | 0 | For |
| Fidelity | 15,910,313 | 0 | 0 | 0 | For |
| BlackRock | 11,434,501 | 0 | 0 | 0 | For |
| Charles Schwab | 5,409,591 | 0 | 0 | 0 | For |
| Dimensional | 4,430,086 | 0 | 0 | 0 | For |
| State Street | 1,490,309 | 0 | 0 | 0 | For |
| First Trust | 1,227,941 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 1,171,036 | 0 | 0 | 0 | For |
| TIAA | 1,097,333 | 0 | 0 | 0 | For |
| Invesco | 954,082 | 0 | 0 | 0 | For |
| ProShares | 640,856 | 0 | 0 | 0 | For |
| WisdomTree | 520,743 | 0 | 0 | 0 | For |
| John Hancock | 506,371 | 0 | 0 | 0 | For |
| AQR | 453,728 | 0 | 0 | 0 | For |
| SEI | 444,191 | 0 | 0 | 0 | For |
| Voya | 404,693 | 0 | 0 | 0 | For |
| Goldman Sachs | 394,220 | 0 | 0 | 0 | For |
| Guggenheim | 389,416 | 0 | 0 | 0 | For |
| Equitable | 380,718 | 0 | 0 | 0 | For |
| Jackson National | 366,097 | 0 | 0 | 0 | For |
| Victory Capital | 358,451 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 323,164 | 0 | 0 | 0 | For |
| JPMorgan | 307,393 | 0 | 0 | 0 | For |
| GPS Funds II | 247,217 | 0 | 0 | 0 | For |
| Gateway Trust | 245,220 | 0 | 0 | 0 | For |
Showing the 25 largest of 116 asset managers. See all 116 in the interactive database.
Combines 4 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
UNUM GROUP’s own tally for this item (“Elect Director: Kevin T. Kabat”): 153,009,264 for, 3,112,327 against, per its Form 8-K filed 2024-05-24 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 189,383,214 outstanding shares: 81% for, 2% against (82% of the company cast a for/against vote).
The 116 asset managers below cast 99.8% of the shares they voted on this item FOR (72,596,332 for, 85,475 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 18,838,122 | 0 | 0 | 0 | For |
| Fidelity | 15,910,313 | 0 | 0 | 0 | For |
| BlackRock | 11,434,501 | 0 | 0 | 0 | For |
| Charles Schwab | 5,409,591 | 0 | 0 | 0 | For |
| Dimensional | 4,430,086 | 0 | 0 | 0 | For |
| State Street | 1,490,233 | 76 | 0 | 0 | For |
| First Trust | 1,227,941 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 1,171,036 | 0 | 0 | 0 | For |
| TIAA | 1,097,333 | 0 | 0 | 0 | For |
| Invesco | 954,082 | 0 | 0 | 0 | For |
| ProShares | 640,856 | 0 | 0 | 0 | For |
| WisdomTree | 520,743 | 0 | 0 | 0 | For |
| John Hancock | 506,371 | 0 | 0 | 0 | For |
| AQR | 453,728 | 0 | 0 | 0 | For |
| SEI | 444,191 | 0 | 0 | 0 | For |
| Voya | 404,693 | 0 | 0 | 0 | For |
| Goldman Sachs | 394,220 | 0 | 0 | 0 | For |
| Guggenheim | 389,416 | 0 | 0 | 0 | For |
| Equitable | 380,718 | 0 | 0 | 0 | For |
| Jackson National | 366,097 | 0 | 0 | 0 | For |
| Victory Capital | 358,451 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 323,164 | 0 | 0 | 0 | For |
| JPMorgan | 307,393 | 0 | 0 | 0 | For |
| GPS Funds II | 247,217 | 0 | 0 | 0 | For |
| Gateway Trust | 245,220 | 0 | 0 | 0 | For |
Showing the 25 largest of 116 asset managers. See all 116 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.8% Majority: yes · of votes cast
UNUM GROUP’s own tally for this item (“Elect Director: Susan L. Cross”): 155,929,413 for, 197,726 against, per its Form 8-K filed 2024-05-24 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 189,383,214 outstanding shares: 82% for, 0.2% against (82% of the company cast a for/against vote).
The 116 asset managers below cast 100% of the shares they voted on this item FOR (72,681,807 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 18,838,122 | 0 | 0 | 0 | For |
| Fidelity | 15,910,313 | 0 | 0 | 0 | For |
| BlackRock | 11,434,501 | 0 | 0 | 0 | For |
| Charles Schwab | 5,409,591 | 0 | 0 | 0 | For |
| Dimensional | 4,430,086 | 0 | 0 | 0 | For |
| State Street | 1,490,309 | 0 | 0 | 0 | For |
| First Trust | 1,227,941 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 1,171,036 | 0 | 0 | 0 | For |
| TIAA | 1,097,333 | 0 | 0 | 0 | For |
| Invesco | 954,082 | 0 | 0 | 0 | For |
| ProShares | 640,856 | 0 | 0 | 0 | For |
| WisdomTree | 520,743 | 0 | 0 | 0 | For |
| John Hancock | 506,371 | 0 | 0 | 0 | For |
| AQR | 453,728 | 0 | 0 | 0 | For |
| SEI | 444,191 | 0 | 0 | 0 | For |
| Voya | 404,693 | 0 | 0 | 0 | For |
| Goldman Sachs | 394,220 | 0 | 0 | 0 | For |
| Guggenheim | 389,416 | 0 | 0 | 0 | For |
| Equitable | 380,718 | 0 | 0 | 0 | For |
| Jackson National | 366,097 | 0 | 0 | 0 | For |
| Victory Capital | 358,451 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 323,164 | 0 | 0 | 0 | For |
| JPMorgan | 307,393 | 0 | 0 | 0 | For |
| GPS Funds II | 247,217 | 0 | 0 | 0 | For |
| Gateway Trust | 245,220 | 0 | 0 | 0 | For |
Showing the 25 largest of 116 asset managers. See all 116 in the interactive database.
Combines 5 wordings of this item as funds reported it.
95% fund support · no official result
The 115 asset managers below cast 95% of the shares they voted on this item FOR (68,961,381 for, 3,651,047 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 18,838,122 | 0 | 0 | 0 | For |
| Fidelity | 15,392,213 | 518,100 | 0 | 0 | For |
| BlackRock | 11,434,501 | 0 | 0 | 0 | For |
| Charles Schwab | 5,409,591 | 0 | 0 | 0 | For |
| Dimensional | 4,430,086 | 0 | 0 | 0 | For |
| State Street | 1,490,127 | 182 | 0 | 0 | For |
| First Trust | 1,227,941 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 0 | 1,171,036 | 0 | 0 | Against |
| TIAA | 1,097,333 | 0 | 0 | 0 | For |
| Invesco | 954,082 | 0 | 0 | 0 | For |
| ProShares | 640,856 | 0 | 0 | 0 | For |
| WisdomTree | 520,743 | 0 | 0 | 0 | For |
| John Hancock | 506,371 | 0 | 0 | 0 | For |
| AQR | 453,728 | 0 | 0 | 0 | For |
| SEI | 0 | 444,191 | 0 | 0 | Against |
| Voya | 404,693 | 0 | 0 | 0 | For |
| Goldman Sachs | 394,220 | 0 | 0 | 0 | For |
| Guggenheim | 389,416 | 0 | 0 | 0 | For |
| Equitable | 380,718 | 0 | 0 | 0 | For |
| Jackson National | 366,097 | 0 | 0 | 0 | For |
| Victory Capital | 358,451 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 323,164 | 0 | 0 | 0 | For |
| JPMorgan | 0 | 307,393 | 0 | 0 | Against |
| GPS Funds II | 0 | 247,217 | 0 | 0 | Against |
| Gateway Trust | 245,220 | 0 | 0 | 0 | For |
Showing the 25 largest of 115 asset managers. See all 115 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.8% fund support · no official result
The 114 asset managers below cast 99.8% of the shares they voted on this item FOR (72,518,827 for, 92,024 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 18,838,122 | 0 | 0 | 0 | For |
| Fidelity | 15,910,313 | 0 | 0 | 0 | For |
| BlackRock | 11,434,501 | 0 | 0 | 0 | For |
| Charles Schwab | 5,409,591 | 0 | 0 | 0 | For |
| Dimensional | 4,430,086 | 0 | 0 | 0 | For |
| State Street | 1,490,127 | 182 | 0 | 0 | For |
| First Trust | 1,227,941 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 1,171,036 | 0 | 0 | 0 | For |
| TIAA | 1,097,333 | 0 | 0 | 0 | For |
| Invesco | 954,082 | 0 | 0 | 0 | For |
| ProShares | 640,856 | 0 | 0 | 0 | For |
| WisdomTree | 520,743 | 0 | 0 | 0 | For |
| John Hancock | 506,371 | 0 | 0 | 0 | For |
| AQR | 453,728 | 0 | 0 | 0 | For |
| SEI | 444,191 | 0 | 0 | 0 | For |
| Voya | 404,693 | 0 | 0 | 0 | For |
| Goldman Sachs | 394,220 | 0 | 0 | 0 | For |
| Guggenheim | 389,416 | 0 | 0 | 0 | For |
| Equitable | 380,718 | 0 | 0 | 0 | For |
| Jackson National | 366,097 | 0 | 0 | 0 | For |
| Victory Capital | 358,451 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 323,164 | 0 | 0 | 0 | For |
| JPMorgan | 307,393 | 0 | 0 | 0 | For |
| GPS Funds II | 247,217 | 0 | 0 | 0 | For |
| Gateway Trust | 245,220 | 0 | 0 | 0 | For |
Showing the 25 largest of 114 asset managers. See all 114 in the interactive database.
20% fund support · no official result
The 19 asset managers below cast 20% of the shares they voted on this item FOR (892,029 for, 3,495,675 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| NORDEA INVESTMENT MANAGEMENT AB | 41,861 | 2,482,188 | 0 | 0 | Against |
| APG Asset Management US Inc. | 0 | 919,848 | 0 | 0 | Against |
| STOREBRAND ASSET MANAGEMENT AS | 343,375 | 0 | 0 | 0 | For |
| JPMorgan | 333,458 | 0 | 0 | 0 | For |
| ALGEBRIS (UK) LTD | 117,950 | 0 | 0 | 0 | For |
| Empower | 0 | 84,452 | 0 | 0 | Against |
| ADVISORY RESEARCH INC | 14,042 | 0 | 0 | 0 | For |
| Convergence Investment Partners, LLC | 12,823 | 0 | 0 | 0 | For |
| TD ASSET MANAGEMENT INC | 12,581 | 0 | 0 | 0 | For |
| OSSIAM | 9,662 | 0 | 0 | 0 | For |
| Genus Capital Management Inc. | 0 | 5,205 | 0 | 0 | Against |
| Desjardins Global Asset Management Inc. | 0 | 3,982 | 0 | 0 | Against |
| Hanson & Doremus Investment Management | 3,559 | 0 | 0 | 0 | For |
| CIDEL ASSET MANAGEMENT INC | 2,164 | 0 | 0 | 0 | For |
| Warren Street Wealth Advisors, LLC | 193 | 0 | 0 | 0 | For |
| Dorsey Wright & Associates | 179 | 0 | 0 | 0 | For |
| Balentine LLC | 100 | 0 | 0 | 0 | For |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | 77 | 0 | 0 | 0 | For |
| ANDERSON HOAGLAND & CO | 5 | 0 | 0 | 0 | For |
Combines 2 wordings of this item as funds reported it.
94% fund support · no official result
The 9 asset managers below cast 94% of the shares they voted on this item FOR (174,856 for, 11,920 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Barnett & Company, Inc. | 142,707 | 0 | 0 | 0 | For |
| Sculati Wealth Management, LLC | 31,683 | 0 | 0 | 0 | For |
| Campion Asset Management | 0 | 8,650 | 0 | 0 | Against |
| NICHOLS & PRATT ADVISERS LLP /MA | 0 | 3,270 | 0 | 0 | Against |
| GRIMES & COMPANY, INC. | 222 | 0 | 0 | 0 | For |
| Waverly Advisors, LLC | 110 | 0 | 0 | 0 | For |
| Cornerstone Investment Partners, LLC | 102 | 0 | 0 | 0 | For |
| Baker Avenue Asset Management, LP | 20 | 0 | 0 | 0 | For |
| Williamson Legacy Group, LLC | 12 | 0 | 0 | 0 | For |
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (84,645 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Empower | 84,452 | 0 | 0 | 0 | For |
| Warren Street Wealth Advisors, LLC | 193 | 0 | 0 | 0 | For |
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (84,645 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Empower | 84,452 | 0 | 0 | 0 | For |
| Warren Street Wealth Advisors, LLC | 193 | 0 | 0 | 0 | For |
Ranked by the number of UNUM GROUP shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 189,383,214 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Fidelity | 16.52% |
| 2 | Vanguard | 9.95% |
| 3 | BlackRock | 9.49% |
| 4 | Charles Schwab | 5.72% |
| 5 | Dimensional | 2.74% |
| 6 | Man Group plc | 2.52% |
| 7 | DONALD SMITH & CO., INC. | 1.85% |
| 8 | AQR | 1.62% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.58% |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.24% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| Vanguard Group | 9.85% | 13F |
| BlackRock | 9.19% | 13F |
| FMR LLC | 7.78% | DEF14A |
| Norges Bank | 6.96% | DEF14A |
| FMR (Fidelity) | 3.79% | 13F |
| State Street | 3.27% | 13F |
| Charles Schwab | 2.88% | 13F |
| Dimensional Fund Advisors | 2.81% | 13F |
| AQR Capital | 1.98% | 13F |
| Morgan Stanley | 1.79% | 13F |
Percentages above are of 189,383,214 shares outstanding, as reported by UNUM GROUP on its Form 10-Q dated 2024-04-29 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from UNUM GROUP’s 10-Q dated 2024-04-29. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.
At UNUM GROUP's shareholder meeting held 2024-05-23, in the 2023-2024 proxy season, 528 asset managers reported how they voted in their SEC Form N-PX filings, covering 8,425 separate fund positions. Their filings are grouped here into 19 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. UNUM GROUP's own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — To approve, on an advisory basis, the compensation of the Company's named executive officers. — the reporting funds cast 97% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.
UNUM GROUP proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.