Position in UNM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$29,847,173
+$4,977,684 QoQ
Shares Held
333,861
-2.0% QoQ
Ownership
0.211%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#62
of 751 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $440,859,298 across 12 Insurance - Life names. UNM ranks #7 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNO |
CNO Financial Group, Inc.
|
1,562,268 | $79,644,422 | |
| 2 | LNC |
Lincoln National Corp
|
2,138,603 | $75,599,615 | |
| 3 | AFL |
Aflac Inc
|
506,744 | $59,415,733 | |
| 4 | MET |
Metlife Inc
|
620,971 | $52,540,354 | |
| 5 | PRU |
Prudential Financial Inc
|
389,582 | $42,047,585 | |
| 6 | JXN |
Jackson Financial Inc.
|
336,994 | $34,504,814 | |
| 7 | UNM |
Unum Group
This page
|
333,861 | $29,847,173 | |
| 8 | PRI |
Primerica, Inc.
|
70,813 | $20,125,054 |
All Filings in UNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,847,173 | 333,861 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $24,869,489 | 340,538 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $25,687,297 | 331,449 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $27,107,651 | 348,517 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $29,416,990 | 364,252 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $30,919,364 | 379,565 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $28,220,982 | 386,430 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $23,615,035 | 397,292 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $30,377,125 | 594,348 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $36,819,023 | 686,154 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $30,502,833 | 674,543 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $33,444,673 | 679,908 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $33,247,042 | 697,003 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $29,346,240 | 741,816 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $30,163,244 | 735,151 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $28,516,758 | 734,968 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $26,934,925 | 791,738 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $26,487,935 | 840,620 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $17,072,783 | 694,863 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $17,708,347 | 706,638 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $13,131,620 | 462,381 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $19,495,275 | 700,513 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $16,957,407 | 739,207 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $8,141,057 | 483,723 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $7,510,457 | 452,710 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $5,415,337 | 360,782 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||