Position in UNM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$18,346,669
+$13,986,829 QoQ
Shares Held
251,221
+346.6% QoQ
Ownership
0.157%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 35.173014994765566.ToString("F0")%
Shared 0.ToString("F0")%
None 64.82698500523443.ToString("F0")%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026LAZARD ASSET MANAGEMENT LLC holds $99,809,725 across 7 Insurance - Life names. UNM ranks #3 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
667,594 | $47,212,247 | |
| 2 | MFC |
Manulife Financial Corp
|
537,669 | $18,517,320 | |
| 3 | UNM |
Unum Group
This page
|
251,221 | $18,346,669 | |
| 4 | PRU |
Prudential Financial Inc
|
63,240 | $6,177,915 | |
| 5 | JXN |
Jackson Financial Inc.
|
53,153 | $5,619,335 | |
| 6 | BHF |
Brighthouse Financial, Inc.
|
58,770 | $3,519,147 | |
| 7 | GL |
Globe Life Inc.
|
2,997 | $417,092 |
All Filings in UNM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||