Position in UNM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,770,567
+$401,912 QoQ
Shares Held
19,805
+5.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#264
of 756 holders
Holding Since
Jun 2023
13 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, 2026New York Life Investment Management LLC holds $31,337,842 across 8 Insurance - Life names. UNM ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
68,325 | $8,011,106 | |
| 2 | MET |
Metlife Inc
|
75,316 | $6,372,486 | |
| 3 | PRU |
Prudential Financial Inc
|
51,747 | $5,585,053 | |
| 4 | BHF |
Brighthouse Financial, Inc.
|
59,558 | $3,770,021 | |
| 5 | GL |
Globe Life Inc.
|
20,919 | $3,737,806 | |
| 6 | UNM |
Unum Group
This page
|
19,805 | $1,770,567 | |
| 7 | PRI |
Primerica, Inc.
|
4,199 | $1,193,355 | |
| 8 | JXN |
Jackson Financial Inc.
|
8,765 | $897,448 |
All Filings in UNM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,770,567 | 19,805 | Shares | Sole | 2026-08-10 | |
| 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. | ||||||