Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,465,021
+$1,497,521 QoQ
Shares Held
61,130
+12.5% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#166
of 751 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Derivatives in UNM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$4,398,480
PutShares
49,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Life
Financial Services · as of Jun 30, 2026MAI Capital Management holds $26,822,309 across 8 Insurance - Life names. UNM ranks #3 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
95,449 | $8,075,939 | |
| 2 | AFL |
Aflac Inc
|
66,816 | $7,834,176 | |
| 3 | UNM |
Unum Group
This page
|
61,130 | $5,465,021 | |
| 4 | PRU |
Prudential Financial Inc
|
22,867 | $2,468,035 | |
| 5 | GL |
Globe Life Inc.
|
9,535 | $1,703,713 | |
| 6 | MFC |
Manulife Financial Corp
|
17,064 | $691,262 | |
| 7 | PUK |
Prudential PLC
|
12,599 | $337,778 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
4,833 | $246,385 |
All Filings in UNM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,398,480 | 49,200 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $5,465,021 | 61,130 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,593,076 | 49,200 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $3,967,500 | 54,327 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,282,030 | 55,252 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,498,328 | 57,834 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $207,553 | 2,570 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $159,335 | 1,956 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $143,869 | 1,970 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $1,145,017 | 22,403 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,285,693 | 23,960 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,136,288 | 25,128 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,493,260 | 30,357 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,592,655 | 33,389 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,325,813 | 33,514 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,093,244 | 26,645 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $756,289 | 19,492 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||