Position in UNM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,368,655
+$290,088 QoQ
Shares Held
18,741
+34.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026New York Life Investment Management LLC holds $27,959,816 across 8 Insurance - Life names. UNM ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
69,521 | $7,627,148 | |
| 2 | MET |
Metlife Inc
|
77,837 | $5,504,632 | |
| 3 | PRU |
Prudential Financial Inc
|
51,772 | $5,057,606 | |
| 4 | BHF |
Brighthouse Financial, Inc.
|
60,693 | $3,634,296 | |
| 5 | GL |
Globe Life Inc.
|
20,813 | $2,896,545 | |
| 6 | UNM |
Unum Group
This page
|
18,741 | $1,368,655 | |
| 7 | PRI |
Primerica, Inc.
|
3,962 | $992,401 | |
| 8 | JXN |
Jackson Financial Inc.
|
8,310 | $878,533 |
All Filings in UNM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,368,655 | 18,741 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,078,567 | 13,917 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,254,824 | 16,133 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,363,551 | 16,884 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,586,514 | 19,476 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,430,438 | 19,587 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,290,561 | 21,712 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,208,342 | 23,642 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,153,368 | 21,494 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,005,059 | 22,226 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,026,939 | 20,877 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $470,608 | 9,866 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||