Position in UNM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,045,205
+$556,103 QoQ
Shares Held
14,312
+126.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026&PARTNERS holds $103,302,554 across 10 Insurance - Life names. UNM ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
590,580 | $64,792,531 | |
| 2 | LNC |
Lincoln National Corp
|
222,848 | $7,911,104 | |
| 3 | GL |
Globe Life Inc.
|
55,233 | $7,686,776 | |
| 4 | MET |
Metlife Inc
|
99,018 | $7,002,552 | |
| 5 | PRU |
Prudential Financial Inc
|
64,599 | $6,310,676 | |
| 6 | PRI |
Primerica, Inc.
|
19,312 | $4,837,269 | |
| 7 | MFC |
Manulife Financial Corp
|
88,132 | $3,035,266 | |
| 8 | UNM |
Unum Group
This page
|
14,312 | $1,045,205 |
All Filings in UNM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,045,205 | 14,312 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $489,102 | 6,311 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $494,991 | 6,364 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $671,600 | 8,316 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $684,345 | 8,401 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $626,670 | 8,581 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $282,161 | 4,747 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $213,282 | 4,173 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||