Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,935,862
+$8,589,193 QoQ
Shares Held
301,296
+19.9% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#68
of 754 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $120,137,009 across 7 Insurance - Life names. UNM ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
689,800 | $58,363,978 | |
| 2 | UNM |
Unum Group
This page
|
301,296 | $26,935,862 | |
| 3 | MFC |
Manulife Financial Corp
|
593,112 | $24,026,967 | |
| 4 | JXN |
Jackson Financial Inc.
|
38,394 | $3,931,161 | |
| 5 | PRU |
Prudential Financial Inc
|
31,392 | $3,388,138 | |
| 6 | BHF |
Brighthouse Financial, Inc.
|
45,252 | $2,864,451 | |
| 7 | GL |
Globe Life Inc.
|
3,506 | $626,452 |
All Filings in UNM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,935,862 | 301,296 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,346,669 | 251,221 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,359,840 | 56,256 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,233,151 | 92,995 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,358,586 | 66,352 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,084,502 | 123,797 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,669,244 | 77,629 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,629,086 | 94,702 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,317,549 | 338,829 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $22,079,318 | 411,467 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $15,444,392 | 341,539 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,762,983 | 320,451 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,595,821 | 243,099 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $5,470,475 | 138,283 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,057,480 | 123,263 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $281,416 | 7,253 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $71,203 | 2,093 | Shares | Sole | 2022-08-09 | |
| 2020-12-31 | $23,788 | 1,037 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $17,452 | 1,037 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $31,305 | 1,887 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $709,642 | 47,278 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||