FOSTER & MOTLEY INC

Position in UNM — Unum Group

CIK 1163902 CINCINNATI, OH

Position in UNM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$11,042,509

+$1,993,581 QoQ

Shares Held

123,518

-0.3% QoQ

Ownership

0.078%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

#116

of 751 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FOSTER & MOTLEY INC holds $40,990,572 across 5 Insurance - Life names. UNM ranks #1 (26.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNM	Unum Group This page	123,518	$11,042,509
2	MFC	Manulife Financial Corp	243,502	$9,864,266
3	AFL	Aflac Inc	73,300	$8,594,425
4	MET	Metlife Inc	84,696	$7,166,128
5	PRU	Prudential Financial Inc	40,056	$4,323,244

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,042,509	123,518	-0.3%	Shares	Sole	2026-08-07
2026-03-31	$9,048,928	123,907	+0.5%	Shares	Sole	2026-04-21
2025-12-31	$9,553,812	123,275	-1.8%	Shares	Sole	2026-01-15
2025-09-30	$9,765,979	125,559	+1.8%	Shares	Sole	2025-10-23
2025-06-30	$9,963,765	123,375	+2.9%	Shares	Sole	2025-07-29
2025-03-31	$9,770,719	119,945	+3.8%	Shares	Sole	2025-05-08
2024-12-31	$8,441,829	115,594	+0.9%	Shares	Sole	2025-01-23
2024-09-30	$6,806,831	114,516	-1.3%	Shares	Sole	2024-10-30
2024-06-30	$5,932,951	116,082	+1.3%	Shares	Sole	2024-08-02
2024-03-31	$6,147,289	114,560	+1.9%	Shares	Sole	2024-04-18
2023-12-31	$5,082,230	112,389	+2.4%	Shares	Sole	2024-02-01
2023-09-30	$5,401,209	109,803	+2.5%	Shares	Sole	2023-10-24
2023-06-30	$5,109,671	107,121	+15.1%	Shares	Sole	2023-08-08
2023-03-31	$3,682,719	93,092	+18.3%	Shares	Sole	2023-05-09
2022-12-31	$3,228,363	78,683	+20.3%	Shares	Sole	2023-02-09
2022-09-30	$2,537,830	65,408	+62.5%	Shares	Sole	2022-11-04
2022-06-30	$1,369,100	40,244	+452.7%	Shares	Sole	2022-08-09
2022-03-31	$229,424	7,281	-54.8%	Shares	Sole	2022-04-28
2021-12-31	$395,405	16,093	-6.2%	Shares	Sole	2022-01-25
2021-09-30	$430,004	17,159	-3.1%	Shares	Sole	2021-10-29
2021-06-30	$502,935	17,709	-6.5%	Shares	Sole	2021-07-20
2021-03-31	$527,211	18,944	-4.4%	Shares	Sole	2021-04-26
2020-12-31	$454,372	19,807	-19.6%	Shares	Sole	2021-02-01
2020-09-30	$414,842	24,649	-3.8%	Shares	Sole	2020-10-19
2020-06-30	$425,168	25,628	-12.3%	Shares	Sole	2020-07-20
2020-03-31	$438,457	29,211	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.