Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$431,444
+$67,390 QoQ
Shares Held
4,826
-3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#438
of 754 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $27,549,842 across 7 Insurance - Life names. UNM ranks #2 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
218,628 | $25,634,133 | |
| 2 | UNM |
Unum Group
This page
|
4,826 | $431,444 | |
| 3 | PUK |
Prudential PLC
|
15,657 | $419,764 | |
| 4 | MET |
Metlife Inc
|
3,931 | $332,601 | |
| 5 | MFC |
Manulife Financial Corp
|
7,826 | $317,031 | |
| 6 | PRI |
Primerica, Inc.
|
1,033 | $293,578 | |
| 7 | GNW |
Genworth Financial Inc
|
12,808 | $121,291 |
All Filings in UNM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,444 | 4,826 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $364,054 | 4,985 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $410,905 | 5,302 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $442,490 | 5,689 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $470,669 | 5,828 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $491,448 | 6,033 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $471,043 | 6,450 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $422,796 | 7,113 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $363,545 | 7,113 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $424,289 | 7,907 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $357,554 | 7,907 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $424,362 | 8,627 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $438,410 | 9,191 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $371,626 | 9,394 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $399,837 | 9,745 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $420,320 | 10,833 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $368,538 | 10,833 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $341,347 | 10,833 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $266,166 | 10,833 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||