Position in UNM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$215,733,375
+$27,091,627 QoQ
Shares Held
2,413,125
-6.6% QoQ
Ownership
1.52%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#11
of 754 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026LSV ASSET MANAGEMENT holds $754,131,414 across 9 Insurance - Life names. UNM ranks #1 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
This page
|
2,413,125 | $215,733,375 | |
| 2 | CNO |
CNO Financial Group, Inc.
|
3,060,132 | $156,005,529 | |
| 3 | MET |
Metlife Inc
|
1,388,350 | $117,468,293 | |
| 4 | JXN |
Jackson Financial Inc.
|
1,141,755 | $116,904,294 | |
| 5 | LNC |
Lincoln National Corp
|
2,540,296 | $89,799,463 | |
| 6 | PRU |
Prudential Financial Inc
|
390,546 | $42,151,629 | |
| 7 | GL |
Globe Life Inc.
|
48,590 | $8,682,061 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
105,773 | $6,695,430 |
All Filings in UNM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,733,375 | 2,413,125 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $188,641,748 | 2,583,072 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $206,584,465 | 2,665,606 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $212,568,073 | 2,732,940 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $221,390,133 | 2,741,334 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $223,253,837 | 2,740,656 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $199,856,819 | 2,736,640 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $166,662,389 | 2,803,876 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $143,850,117 | 2,814,520 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $155,631,171 | 2,900,320 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $132,520,691 | 2,930,577 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $140,529,779 | 2,856,877 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $132,859,573 | 2,785,316 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $109,900,726 | 2,778,077 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $119,814,862 | 2,920,177 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $120,330,944 | 3,101,313 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $108,720,163 | 3,195,772 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $111,861,949 | 3,550,046 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $90,429,221 | 3,680,473 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $96,851,211 | 3,864,773 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $112,113,970 | 3,947,675 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $112,198,732 | 4,031,575 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $97,705,474 | 4,259,175 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $81,081,470 | 4,817,675 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $83,087,448 | 5,008,285 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $78,463,048 | 5,227,385 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||