Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,145,035
+$205,651 QoQ
Shares Held
12,808
-0.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#306
of 754 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $13,181,348 across 10 Insurance - Life names. UNM ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
59,662 | $6,995,369 | |
| 2 | MET |
Metlife Inc
|
18,746 | $1,586,099 | |
| 3 | PRU |
Prudential Financial Inc
|
10,754 | $1,160,679 | |
| 4 | UNM |
Unum Group
This page
|
12,808 | $1,145,035 | |
| 5 | PRI |
Primerica, Inc.
|
2,294 | $651,954 | |
| 6 | GL |
Globe Life Inc.
|
3,226 | $576,421 | |
| 7 | LNC |
Lincoln National Corp
|
11,068 | $391,253 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
4,462 | $282,444 |
All Filings in UNM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,145,035 | 12,808 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $939,384 | 12,863 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $912,562 | 11,775 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $960,271 | 12,346 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,051,899 | 13,025 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,019,634 | 12,517 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $941,356 | 12,890 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $759,524 | 12,778 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $590,678 | 11,557 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $618,860 | 11,533 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $522,517 | 11,555 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $581,376 | 11,819 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $596,393 | 12,503 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $525,989 | 13,296 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $567,814 | 13,839 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $444,981 | 13,080 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $345,286 | 10,958 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $267,321 | 10,880 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||