Position in UNM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,777,182
+$500,910 QoQ
Shares Held
19,879
+13.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#263
of 754 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 27%
Shared 73%
None 0%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $13,349,220 across 12 Insurance - Life names. UNM ranks #4 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
25,280 | $2,964,079 | |
| 2 | PRU |
Prudential Financial Inc
|
21,752 | $2,347,692 | |
| 3 | MET |
Metlife Inc
|
23,006 | $1,946,537 | |
| 4 | UNM |
Unum Group
This page
|
19,879 | $1,777,182 | |
| 5 | MFC |
Manulife Financial Corp
|
25,108 | $1,017,124 | |
| 6 | PUK |
Prudential PLC
|
25,667 | $688,132 | |
| 7 | PRI |
Primerica, Inc.
|
2,370 | $673,554 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
8,543 | $540,771 |
All Filings in UNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,777,182 | 19,879 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,276,272 | 17,476 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $924,032 | 11,923 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $953,115 | 12,254 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $1,047,133 | 12,966 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,045,375 | 12,833 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $915,868 | 12,541 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $745,198 | 12,537 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $642,605 | 12,573 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $714,321 | 13,312 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $658,583 | 14,564 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $714,926 | 14,534 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $700,522 | 14,686 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $575,399 | 14,545 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $608,515 | 14,831 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $639,928 | 16,493 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $514,450 | 15,122 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $614,854 | 19,513 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,739,208 | 233,586 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $4,862,366 | 194,029 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,341,309 | 152,863 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,043,893 | 145,307 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,143,445 | 137,029 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,257,508 | 134,136 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,074,861 | 125,067 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,211,126 | 80,688 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||