Position in UNM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$11,622
+$1,398 QoQ
Shares Held
130
-7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#667
of 754 holders
Holding Since
Mar 2020
23 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $31,731,772 across 12 Insurance - Life names. UNM ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
198,029 | $16,755,233 | |
| 2 | AFL |
Aflac Inc
|
121,837 | $14,285,388 | |
| 3 | MFC |
Manulife Financial Corp
|
8,923 | $361,470 | |
| 4 | PRU |
Prudential Financial Inc
|
1,667 | $179,919 | |
| 5 | JXN |
Jackson Financial Inc.
|
1,039 | $106,383 | |
| 6 | UNM |
Unum Group
This page
|
130 | $11,622 | |
| 7 | GL |
Globe Life Inc.
|
61 | $10,899 | |
| 8 | PRI |
Primerica, Inc.
|
27 | $7,673 |
All Filings in UNM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,622 | 130 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $10,224 | 140 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $10,850 | 140 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $10,889 | 140 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $11,306 | 140 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $10,101 | 124 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $5,112 | 70 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,458 | 75 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,833 | 75 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,024 | 75 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,391 | 75 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,689 | 75 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $4,054 | 85 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,362 | 85 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,774 | 92 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,569 | 92 | Shares | Sole | 2022-10-31 | |
| 2021-09-30 | $3,708 | 148 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $4,203 | 148 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $4,118 | 148 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $3,395 | 148 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $2,490 | 148 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,455 | 148 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $2,146 | 143 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||