Position in UNM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,813,738
+$1,194,811 QoQ
Shares Held
87,402
-3.6% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#139
of 754 holders
Holding Since
Mar 2020
26 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, 2026CANADA LIFE ASSURANCE Co holds $217,243,544 across 11 Insurance - Life names. UNM ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
1,372,287 | $55,591,346 | |
| 2 | AFL |
Aflac Inc
|
459,051 | $53,823,729 | |
| 3 | MET |
Metlife Inc
|
505,263 | $42,750,302 | |
| 4 | PRU |
Prudential Financial Inc
|
300,695 | $32,454,011 | |
| 5 | UNM |
Unum Group
This page
|
87,402 | $7,813,738 | |
| 6 | GL |
Globe Life Inc.
|
30,814 | $5,505,845 | |
| 7 | LNC |
Lincoln National Corp
|
149,393 | $5,281,042 | |
| 8 | PRI |
Primerica, Inc.
|
17,699 | $5,030,055 |
All Filings in UNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,813,738 | 87,402 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,618,927 | 90,633 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,287,945 | 94,038 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,867,793 | 126,868 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $10,330,253 | 127,913 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $10,954,740 | 134,480 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,965,089 | 150,145 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,882,594 | 149,438 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,836,645 | 153,329 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,722,164 | 162,545 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,048,486 | 155,871 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,764,854 | 198,513 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,085,275 | 190,467 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,784,223 | 171,492 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,150,339 | 174,271 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,660,873 | 171,672 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,276,672 | 155,105 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,454,663 | 141,373 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,952,650 | 120,173 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,678,989 | 106,903 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,163,349 | 40,963 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,141,642 | 41,022 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $19,343,969 | 843,242 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $13,211,883 | 785,020 | Shares | Defined | 2020-11-18 | |
| 2020-06-30 | $12,928,287 | 779,282 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $2,981,436 | 198,630 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||