Position in UNM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$120,221,109
-$19,070,028 QoQ
Shares Held
1,646,188
-8.4% QoQ
Ownership
1.03%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.42855129547779.ToString("F0")%
Shared 0.ToString("F0")%
None 1.5714487045222052.ToString("F0")%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026VICTORY CAPITAL MANAGEMENT INC holds $446,762,559 across 12 Insurance - Life names. UNM ranks #1 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
This page
|
1,646,188 | $120,221,109 | |
| 2 | JXN |
Jackson Financial Inc.
|
666,542 | $70,466,820 | |
| 3 | GL |
Globe Life Inc.
|
464,768 | $64,681,762 | |
| 4 | LNC |
Lincoln National Corp
|
1,465,981 | $52,042,325 | |
| 5 | PRU |
Prudential Financial Inc
|
352,695 | $34,454,774 | |
| 6 | MET |
Metlife Inc
|
427,124 | $30,206,209 | |
| 7 | AFL |
Aflac Inc
|
245,576 | $26,942,142 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
588,072 | $24,146,236 |
All Filings in UNM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $120,221,109 | 1,646,188 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $139,291,137 | 1,797,305 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $169,284,281 | 2,176,450 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $177,773,756 | 2,201,260 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $134,774,673 | 1,654,489 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $106,836,828 | 1,462,917 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $70,511,413 | 1,186,262 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $57,236,555 | 1,119,870 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $36,898,225 | 687,630 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $29,580,798 | 654,153 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $57,606,113 | 1,171,094 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $64,562,713 | 1,353,516 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $64,182,816 | 1,622,417 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $44,654,918 | 1,088,348 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $42,241,055 | 1,088,687 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $42,862,036 | 1,259,907 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $22,711,903 | 720,784 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,298,155 | 52,835 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,309,760 | 52,265 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $797,983 | 28,098 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $911,905 | 32,767 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $700,105 | 30,519 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $560,203 | 33,286 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $834,477 | 50,300 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $4,481,685 | 298,580 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||