Position in UNM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$169,794,022
-$67,403,036 QoQ
Shares Held
1,899,262
-41.5% QoQ
Ownership
1.20%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#13
of 754 holders
Holding Since
Mar 2020
26 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, 2026FIRST TRUST ADVISORS LP holds $1,141,289,791 across 14 Insurance - Life names. UNM ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
2,638,108 | $309,318,163 | |
| 2 | PRU |
Prudential Financial Inc
|
1,613,292 | $174,122,605 | |
| 3 | UNM |
Unum Group
This page
|
1,899,262 | $169,794,022 | |
| 4 | PRI |
Primerica, Inc.
|
528,663 | $150,246,024 | |
| 5 | MET |
Metlife Inc
|
1,759,800 | $148,896,678 | |
| 6 | LNC |
Lincoln National Corp
|
1,441,914 | $50,971,659 | |
| 7 | MFC |
Manulife Financial Corp
|
971,883 | $39,370,980 | |
| 8 | GL |
Globe Life Inc.
|
172,518 | $30,825,515 |
All Filings in UNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,794,022 | 1,899,262 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $237,197,058 | 3,247,940 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $362,783,622 | 4,681,079 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $446,063,399 | 5,734,937 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $445,136,359 | 5,511,842 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $474,206,356 | 5,821,340 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $124,768,249 | 1,708,452 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $88,019,227 | 1,480,808 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $68,487,451 | 1,340,001 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $66,067,426 | 1,231,223 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $44,020,765 | 973,480 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $33,476,893 | 680,563 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $35,497,195 | 744,176 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $36,945,360 | 933,907 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $39,052,025 | 951,792 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $41,604,580 | 1,072,283 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $44,055,321 | 1,294,983 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $52,535,488 | 1,667,264 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $30,749,551 | 1,251,508 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $27,051,994 | 1,079,489 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $37,661,893 | 1,326,123 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $30,700,024 | 1,103,127 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $62,753,906 | 2,735,567 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $41,888,910 | 2,488,943 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $42,363,394 | 2,553,550 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $8,348,877 | 556,221 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||