Position in UNM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$715,021
+$136,478 QoQ
Shares Held
7,998
+1.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#364
of 751 holders
Holding Since
Sep 2020
20 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, 2026D.A. DAVIDSON & CO. holds $28,679,982 across 7 Insurance - Life names. UNM ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
132,358 | $14,285,398 | |
| 2 | AFL |
Aflac Inc
|
67,542 | $7,919,299 | |
| 3 | MET |
Metlife Inc
|
46,121 | $3,902,297 | |
| 4 | PRI |
Primerica, Inc.
|
2,768 | $786,665 | |
| 5 | UNM |
Unum Group
This page
|
7,998 | $715,021 | |
| 6 | LNC |
Lincoln National Corp
|
19,726 | $697,314 | |
| 7 | MFC |
Manulife Financial Corp
|
9,232 | $373,988 |
All Filings in UNM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $715,021 | 7,998 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $578,543 | 7,922 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $602,795 | 7,778 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $612,984 | 7,881 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $656,740 | 8,132 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $733,710 | 9,007 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,436,719 | 19,673 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,243,841 | 20,926 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $546,417 | 10,691 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $548,083 | 10,214 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $205,389 | 4,542 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $221,551 | 4,504 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $237,975 | 4,989 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $208,402 | 5,268 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $214,915 | 5,238 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $244,672 | 6,306 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $213,713 | 6,282 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $226,493 | 7,188 | Shares | Sole | 2022-05-12 | |
| 2020-12-31 | $312,855 | 13,638 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $233,634 | 13,882 | Shares | Sole | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||