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5%+ stakes

Finance Insurance and Real Estate (industry group 63), latest filing in August 2026

13 companies with 5%+ holders, every filing linked: Aflac Inc., Assurant Inc, Essent Group Ltd, Genworth Financial Inc, Hamilton Insurance Group, Ltd., Hanover Insurance Group Inc/ and more. Each section is the company's full record from its filings, newest filings first within each section.

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Aflac Inc.

At 5% or more2
Filings6
Latest filing2026-08-14

Aflac Inc. has 6 Schedule 13D or 13G filings on record since 2026-01-07. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Japan Post Holdings Co., Ltd.10.15%50,885,690SCHEDULE 13G/A, 2026-08-142026-08-12
Vanguard Capital Management6.8%35,051,978SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Japan Post Holdings Co., Ltd.00050,885,690SCHEDULE 13G/A, 2026-08-14
J&A Alliance Holdings Corporation050,885,690050,885,690SCHEDULE 13G/A, 2026-08-14
General Incorporated Association J&A Alliance050,885,69000SCHEDULE 13G/A, 2026-08-14
Kenji Sano050,885,69000SCHEDULE 13G/A, 2026-08-14
Tetsuya Numaguchi050,885,69000SCHEDULE 13G/A, 2026-08-14
Vanguard Capital Management4,797,575035,051,9780SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Aflac Inc. by CUSIP 001055102 and gives its principal executive office as 1932 WYNNTON ROAD, COLUMBUS, GA 31999 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2026-01-07The Vanguard Group10.9%SCHEDULE 13G/A
2026-03-05Japan Post Holdings Co., Ltd.10.12%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management6.8%SCHEDULE 13G
2026-05-13Japan Post Holdings Co., Ltd.10.14%SCHEDULE 13G/A
2026-08-14Japan Post Holdings Co., Ltd.10.15%SCHEDULE 13G/A

Assurant Inc

At 5% or more4
Filings8
Latest filing2026-08-14

Assurant Inc has 8 Schedule 13D or 13G filings on record since 2025-07-16. 4 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Bank of New York Mellon Corp10.2%5,091,314SCHEDULE 13G/A, 2025-12-052025-11-30
Vanguard Capital Management7.4%3,681,341SCHEDULE 13G, 2026-04-292026-03-31
BlackRock, Inc.6.3%3,193,491SCHEDULE 13G/A, 2025-07-162025-06-30
Vanguard Portfolio Management6.07%3,017,559SCHEDULE 13G, 2026-04-282026-03-31
T. Rowe Price Investment Management, Inc.4.9%2,427,220SCHEDULE 13G/A, 2026-08-142026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management437,83703,681,3410SCHEDULE 13G, 2026-04-29
Vanguard Portfolio Management9,42203,017,5590SCHEDULE 13G, 2026-04-28
T. Rowe Price Investment Management, Inc.2,418,15202,427,2200SCHEDULE 13G/A, 2026-08-14
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Assurant Inc by CUSIP 04621X108 and gives its principal executive office as 55 BROADWAY, SUITE 2901, NEW YORK, NY 10006 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2025-07-16BlackRock, Inc.6.3%SCHEDULE 13G/A
2025-10-28Bank of New York Mellon Corp9.9%SCHEDULE 13G/A
2025-12-05Bank of New York Mellon Corp10.2%SCHEDULE 13G/A
2026-02-17T. Rowe Price Investment Management, Inc.7.2%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-28Vanguard Portfolio Management6.07%SCHEDULE 13G
2026-04-29Vanguard Capital Management7.4%SCHEDULE 13G
2026-08-14T. Rowe Price Investment Management, Inc.4.9%SCHEDULE 13G/A

Essent Group Ltd

At 5% or more2
Filings6
Latest filing2026-08-06

Essent Group Ltd has 6 Schedule 13D or 13G filings on record since 2025-11-13. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management7.91%7,442,811SCHEDULE 13G, 2026-04-282026-03-31
Vanguard Capital Management5.1%4,802,406SCHEDULE 13G, 2026-04-282026-03-31
Capital World Investors4.9%4,762,129SCHEDULE 13G/A, 2026-02-132025-12-31
Fmr LLC3.2%2,915,486SCHEDULE 13G/A, 2026-08-062026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management67,51807,442,8110SCHEDULE 13G, 2026-04-28
Vanguard Capital Management728,10704,802,4060SCHEDULE 13G, 2026-04-28
Fmr LLC2,899,01602,915,4860SCHEDULE 13G/A, 2026-08-06
Abigail P. Johnson002,915,4860SCHEDULE 13G/A, 2026-08-06
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Essent Group Ltd by CUSIP G3198U102 and gives its principal executive office as Clarendon House, 2 Church Street, Hamilton (SCHEDULE 13G/A, 2026-08-06).

FiledHolderPercentFiling
2025-11-13Capital World Investors5.1%SCHEDULE 13G
2026-02-13Capital World Investors4.9%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-28Vanguard Capital Management5.1%SCHEDULE 13G
2026-04-28Vanguard Portfolio Management7.91%SCHEDULE 13G
2026-08-06Fmr LLC3.2%SCHEDULE 13G/A

Genworth Financial Inc

At 5% or more3
Filings8
Latest filing2026-08-11

Genworth Financial Inc has 8 Schedule 13D or 13G filings on record since 2025-08-15. 3 holders' latest filing reports 5% or more of common. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management6.13%23,628,893SCHEDULE 13G, 2026-04-292026-03-31
Donald Smith & Co., Inc.5.9%22,482,191SCHEDULE 13G, 2026-08-112026-06-30
Vanguard Capital Management5.4%20,832,785SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management215,269023,628,8930SCHEDULE 13G, 2026-04-29
Donald Smith & Co., Inc.21,777,866022,245,0060SCHEDULE 13G, 2026-08-11
DSCO Value Fund, L.P.237,1850237,1850SCHEDULE 13G, 2026-08-11
Vanguard Capital Management3,052,757020,832,7850SCHEDULE 13G, 2026-04-29

The latest filing identifies Genworth Financial Inc by CUSIP 37247D106 and gives its principal executive office as 11011 WEST BROAD STREET, GLEN ALLEN, VA 23060 (SCHEDULE 13G, 2026-08-11).

FiledHolderPercentFiling
2025-08-15Donald Smith & Co., Inc.6.3%SCHEDULE 13G
2025-11-12Donald Smith & Co., Inc.6.1%SCHEDULE 13G
2026-02-12Donald Smith & Co., Inc.6%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.4%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management6.13%SCHEDULE 13G
2026-05-13Donald Smith & Co., Inc.6.6%SCHEDULE 13G
2026-08-11Donald Smith & Co., Inc.5.9%SCHEDULE 13G
DateRecordFigureOur pageSource
October 30, 2026Leadership change: Thomas J. McInerney departs, President and Chief Executive Officer, and 1 more—Leadership changesSource
October 13, 2026Leadership change: Jerome T. Upton appointed, Chief Financial Officer—Leadership changesSource
July 7, 2026Leadership change: Jerome T. Upton appointed, Chief Financial Officer—Leadership changesSource

Hamilton Insurance Group, Ltd.

At 5% or more1
Filings2
Latest filing2026-08-13

Hamilton Insurance Group, Ltd. has 2 Schedule 13D or 13G filings on record since 2026-05-15. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Wellington Management Group LLP8.7%5,777,654SCHEDULE 13G/A, 2026-08-132026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Wellington Management Group LLP03,237,85805,777,654SCHEDULE 13G/A, 2026-08-13
Wellington Group Holdings LLP03,237,85805,777,654SCHEDULE 13G/A, 2026-08-13
Wellington Investment Advisors Holdings LLP03,237,85805,777,654SCHEDULE 13G/A, 2026-08-13
Wellington Management Company LLP03,229,62804,898,436SCHEDULE 13G/A, 2026-08-13

The latest filing identifies Hamilton Insurance Group, Ltd. by CUSIP G42706104 and gives its principal executive office as Wellesley House North, 1st Floor, 90 Pitts Bay Road, Pembroke (SCHEDULE 13G/A, 2026-08-13).

FiledHolderPercentFiling
2026-05-15Wellington Management Group LLP6.2%SCHEDULE 13G/A
2026-08-13Wellington Management Group LLP8.7%SCHEDULE 13G/A
DateRecordFigureOur pageSource
August 6, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
May 6, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Hanover Insurance Group Inc/

At 5% or more2
Filings3
Latest filing2026-08-14

Hanover Insurance Group Inc/ has 3 Schedule 13D or 13G filings on record since 2026-03-27. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management5.51%1,939,338SCHEDULE 13G, 2026-04-292026-03-31
T. Rowe Price Associates, Inc.5.2%1,831,584SCHEDULE 13G, 2026-08-142026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management6,87801,939,3380SCHEDULE 13G, 2026-04-29
T. Rowe Price Associates, Inc.1,819,78801,831,5840SCHEDULE 13G, 2026-08-14
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Hanover Insurance Group Inc/ by CUSIP 410867105 and gives its principal executive office as 440 LINCOLN ST, WORCESTER, MA 01653 (SCHEDULE 13G, 2026-08-14).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.51%SCHEDULE 13G
2026-08-14T. Rowe Price Associates, Inc.5.2%SCHEDULE 13G
DateRecordFigureOur pageSource
July 15, 2026Leadership change: Richard W. Lavey appointed—Leadership changesSource
May 13, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

KEMPER Corp

At 5% or more4
Filings7
Latest filing2026-08-13

KEMPER Corp has 7 Schedule 13D or 13G filings on record since 2025-12-03. 4 holders' latest filing reports 5% or more of common stock, par value $0.10 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.13.8%8,120,680SCHEDULE 13G/A, 2026-07-292026-06-30
Vanguard Portfolio Management5.68%3,342,363SCHEDULE 13G, 2026-04-292026-03-31
AQR Capital Management, LLC5.64%3,317,802SCHEDULE 13G, 2026-08-132026-06-30
Vanguard Capital Management5.22%3,073,712SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.8,033,87908,120,6800SCHEDULE 13G/A, 2026-07-29
Vanguard Portfolio Management20,87903,342,3630SCHEDULE 13G, 2026-04-29
AQR Capital Management, LLC03,300,73403,317,802SCHEDULE 13G, 2026-08-13
AQR Capital Management Holdings, LLC03,300,73403,317,802SCHEDULE 13G, 2026-08-13
Vanguard Capital Management444,50403,073,7120SCHEDULE 13G, 2026-04-30

The latest filing identifies KEMPER Corp by CUSIP 488401100 and gives its principal executive office as 200 E. RANDOLPH ST., SUITE 3300, CHICAGO, IL 60601 (SCHEDULE 13G, 2026-08-13).

FiledHolderPercentFiling
2025-12-03The Vanguard Group10.3%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-07BlackRock, Inc.11.4%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management5.68%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.22%SCHEDULE 13G
2026-07-29BlackRock, Inc.13.8%SCHEDULE 13G/A
2026-08-13AQR Capital Management, LLC5.64%SCHEDULE 13G
DateRecordFigureOur pageSource
July 21, 2026Leadership change: Matthew A. Hunton departs, Executive Vice President—Leadership changesSource
May 27, 2026Leadership change: Stephen J. McAnena appointed, President and Chief Executive Officer—Leadership changesSource

Loews Corp

At 5% or more3
Filings5
Latest filing2026-08-07

Loews Corp has 5 Schedule 13D or 13G filings on record since 2025-10-31. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
James S. Tisch8.4%17,267,750SCHEDULE 13D/A, 2026-08-072026-08-05
Andrew H. Tisch7.3%15,024,959SCHEDULE 13D/A, 2026-08-072026-08-06
Vanguard Capital Management6.06%12,494,714SCHEDULE 13G, 2026-04-302026-03-31
Jpmorgan Chase & Co.4.7%9,772,477SCHEDULE 13G/A, 2025-10-312025-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
James S. Tisch13,882,7133,385,03713,882,7133,385,037SCHEDULE 13D/A, 2026-08-07
Andrew H. Tisch14,184,959840,00014,184,959840,000SCHEDULE 13D/A, 2026-08-07
Vanguard Capital Management1,645,145012,494,7140SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Loews Corp by CUSIP 540424108 and gives its principal executive office as 9 WEST 57TH STREET, NEW YORK, NY 10019-2714 (SCHEDULE 13D/A, 2026-08-07).

FiledHolderPercentFiling
2025-10-31Jpmorgan Chase & Co.4.7%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management6.06%SCHEDULE 13G
2026-08-07Andrew H. Tisch7.3%SCHEDULE 13D/A
2026-08-07James S. Tisch8.4%SCHEDULE 13D/A

Primerica, Inc.

At 5% or more3
Filings4
Latest filing2026-08-13

Primerica, Inc. has 4 Schedule 13D or 13G filings on record since 2026-03-27. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Kayne Anderson Rudnick Investment Management, LLC8.9%2,768,786SCHEDULE 13G/A, 2026-08-132026-06-30
Vanguard Portfolio Management5.79%1,835,393SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.29%1,677,279SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Kayne Anderson Rudnick Investment Management, LLC1,836,394524,7082,244,078524,708SCHEDULE 13G/A, 2026-08-13
Vanguard Portfolio Management3,84501,835,3930SCHEDULE 13G, 2026-04-29
Vanguard Capital Management244,48601,677,2790SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Primerica, Inc. by CUSIP 74164M108 and gives its principal executive office as 1 PRIMERICA PARKWAY, DULUTH, GA 30099 (SCHEDULE 13G/A, 2026-08-13).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.79%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.29%SCHEDULE 13G
2026-08-13Kayne Anderson Rudnick Investment Management, LLC8.9%SCHEDULE 13G/A

Selective Insurance Group Inc

At 5% or more3
Filings6
Latest filing2026-08-13

Selective Insurance Group Inc has 6 Schedule 13D or 13G filings on record since 2026-02-13. 3 holders' latest filing reports 5% or more of common stock, par value $2 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management5.87%3,515,742SCHEDULE 13G, 2026-04-292026-03-31
AQR Capital Management, LLC5.59%3,345,130SCHEDULE 13G/A, 2026-08-132026-06-30
Vanguard Capital Management5.24%3,141,743SCHEDULE 13G, 2026-04-302026-03-31
Fmr LLC4.2%2,501,231SCHEDULE 13G/A, 2026-05-062026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management56,49203,515,7420SCHEDULE 13G, 2026-04-29
AQR Capital Management, LLC03,216,12603,345,130SCHEDULE 13G/A, 2026-08-13
AQR Capital Management Holdings, LLC03,216,12603,345,130SCHEDULE 13G/A, 2026-08-13
Vanguard Capital Management459,28203,141,7430SCHEDULE 13G, 2026-04-30
Fmr LLC2,491,37002,501,2310SCHEDULE 13G/A, 2026-05-06
Abigail P. Johnson002,501,2310SCHEDULE 13G/A, 2026-05-06

The latest filing identifies Selective Insurance Group Inc by CUSIP 816300107 and gives its principal executive office as 40 WANTAGE AVENUE, BRANCHVILLE, NJ 07890 (SCHEDULE 13G/A, 2026-08-13).

FiledHolderPercentFiling
2026-02-13AQR Capital Management, LLC6.72%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.87%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.24%SCHEDULE 13G
2026-05-06Fmr LLC4.2%SCHEDULE 13G/A
2026-08-13AQR Capital Management, LLC5.59%SCHEDULE 13G/A
DateRecordFigureOur pageSource
September 16, 2026Leadership change: Wole C. Coaxum appointed, Director—Leadership changesSource
May 14, 2026Leadership change: Joseph O. Eppers departs, Chief Investment Officer—Leadership changesSource

SiriusPoint Ltd

At 5% or more2
Filings12
Latest filing2026-08-11

SiriusPoint Ltd has 12 Schedule 13D or 13G filings on record since 2025-08-13. 2 holders' latest filing reports 5% or more of common. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management5.83%6,824,184SCHEDULE 13G, 2026-04-282026-03-31
Donald Smith & Co., Inc.5.2%6,164,189SCHEDULE 13G, 2026-08-112026-06-30
Wellington Management Group LLP3.7%4,297,864SCHEDULE 13G/A, 2025-11-122025-09-30
Capital Research Global Investors0.6%747,968SCHEDULE 13G/A, 2026-05-142026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management115,70406,824,1840SCHEDULE 13G, 2026-04-28
Donald Smith & Co., Inc.5,948,63406,094,3940SCHEDULE 13G, 2026-08-11
DSCO Value Fund, L.P.69,795069,7950SCHEDULE 13G, 2026-08-11
Capital Research Global Investors747,9680747,9680SCHEDULE 13G/A, 2026-05-14

The latest filing identifies SiriusPoint Ltd by CUSIP G8192H106 and gives its principal executive office as POINT BUILDING, 3 WATERLOO LANE, PEMBROKE (SCHEDULE 13G, 2026-08-11).

FiledHolderPercentFiling
2025-08-13Capital Research Global Investors4.9%SCHEDULE 13G/A
2025-08-15Donald Smith & Co., Inc.5.9%SCHEDULE 13G
2025-10-06The Vanguard Group10.07%SCHEDULE 13G/A
2025-11-12Wellington Management Group LLP3.7%SCHEDULE 13G/A
2025-11-13Donald Smith & Co., Inc.6.3%SCHEDULE 13G
2025-11-13Capital Research Global Investors5.7%SCHEDULE 13G
2026-02-11Donald Smith & Co., Inc.7.2%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-28Vanguard Portfolio Management5.83%SCHEDULE 13G
2026-05-14Donald Smith & Co., Inc.8.1%SCHEDULE 13G
2026-05-14Capital Research Global Investors0.6%SCHEDULE 13G/A
2026-08-11Donald Smith & Co., Inc.5.2%SCHEDULE 13G
DateRecordFigureOur pageSource
November 3, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Skyward Specialty Insurance

At 5% or more3
Filings5
Latest filing2026-08-14

Skyward Specialty Insurance has 5 Schedule 13D or 13G filings on record since 2026-02-12. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Reinhart Partners, LLC.6%2,416,753SCHEDULE 13G, 2026-02-122025-12-31
T. Rowe Price Associates, Inc.6%2,441,073SCHEDULE 13G, 2026-08-142026-06-30
Invesco Ltd.5%2,037,771SCHEDULE 13G, 2026-08-132026-06-30
Capital International Investors1.9%831,378SCHEDULE 13G/A, 2026-05-142026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
T. Rowe Price Associates, Inc.2,440,26102,441,0730SCHEDULE 13G, 2026-08-14
Invesco Ltd.1,874,92202,037,7710SCHEDULE 13G, 2026-08-13
Capital International Investors831,3780831,3780SCHEDULE 13G/A, 2026-05-14
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Skyward Specialty Insurance by CUSIP 830940102 and gives its principal executive office as 800 GESSNER, SUITE 600, HOUSTON, TX 77024 (SCHEDULE 13G, 2026-08-14).

FiledHolderPercentFiling
2026-02-12Reinhart Partners, LLC.6%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-05-14Capital International Investors1.9%SCHEDULE 13G/A
2026-08-13Invesco Ltd.5%SCHEDULE 13G
2026-08-14T. Rowe Price Associates, Inc.6%SCHEDULE 13G
DateRecordFigureOur pageSource
August 20, 2026Leadership change: Mark Haushill departs, Chief Financial Officer, and 1 more—Leadership changesSource
January 1, 2026Acquired Apollo Group Holdings Limited$555MAcquisitionSource

Unitedhealth Group Inc

At 5% or more2
Filings3
Latest filing2026-08-07

Unitedhealth Group Inc has 3 Schedule 13D or 13G filings on record since 2026-03-27. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Capital Management7.5%68,122,483SCHEDULE 13G, 2026-04-302026-03-31
State Street Corporation5%45,684,412SCHEDULE 13G, 2026-08-072026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management9,251,706068,122,4830SCHEDULE 13G, 2026-04-30
State Street Corporation024,261,527045,633,267SCHEDULE 13G, 2026-08-07
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Unitedhealth Group Inc by CUSIP 91324P102 and gives its principal executive office as 1 HEALTH DRIVE, EDEN PRAIRIE, MN 55344 (SCHEDULE 13G, 2026-08-07).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management7.5%SCHEDULE 13G
2026-08-07State Street Corporation5%SCHEDULE 13G

Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

All 5%+ stakes

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