Position in UNM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$13,767
+$2,521 QoQ
Shares Held
154
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#662
of 751 holders
Holding Since
Dec 2020
23 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, 2026MassMutual Private Wealth & Trust, FSB holds $7,608,408 across 13 Insurance - Life names. UNM ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
58,101 | $6,270,840 | |
| 2 | AFL |
Aflac Inc
|
7,922 | $928,854 | |
| 3 | MET |
Metlife Inc
|
2,177 | $184,195 | |
| 4 | MFC |
Manulife Financial Corp
|
2,030 | $82,235 | |
| 5 | CNO |
CNO Financial Group, Inc.
|
662 | $33,748 | |
| 6 | GL |
Globe Life Inc.
|
183 | $32,698 | |
| 7 | PRI |
Primerica, Inc.
|
83 | $23,588 | |
| 8 | UNM |
Unum Group
This page
|
154 | $13,767 |
All Filings in UNM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,767 | 154 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $11,246 | 154 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $18,755 | 242 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $18,822 | 242 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $26,489 | 328 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $34,539 | 424 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $32,425 | 444 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $24,370 | 410 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $17,224 | 337 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $21,785 | 406 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $12,390 | 274 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $13,182 | 268 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $12,783 | 268 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $11,076 | 280 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $5,456 | 133 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $5,160 | 133 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $4,864 | 143 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $4,190 | 133 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $2,678 | 109 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,731 | 109 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,095 | 109 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $22,514 | 809 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,500 | 109 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||