Position in UNM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$104,776
+$19,185 QoQ
Shares Held
1,172
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#596
of 754 holders
Holding Since
Mar 2020
21 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, 2026WHITTIER TRUST CO OF NEVADA INC holds $2,653,938 across 11 Insurance - Life names. UNM ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
9,409 | $1,103,205 | |
| 2 | MET |
Metlife Inc
|
11,535 | $975,976 | |
| 3 | PRU |
Prudential Financial Inc
|
2,749 | $296,699 | |
| 4 | PRI |
Primerica, Inc.
|
435 | $123,627 | |
| 5 | UNM |
Unum Group
This page
|
1,172 | $104,776 | |
| 6 | LNC |
Lincoln National Corp
|
808 | $28,562 | |
| 7 | FG |
F&G Annuities & Life, Inc.
|
272 | $7,232 | |
| 8 | PUK |
Prudential PLC
|
266 | $7,131 |
All Filings in UNM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,776 | 1,172 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $85,591 | 1,172 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $90,830 | 1,172 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $91,158 | 1,172 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $94,650 | 1,172 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $95,471 | 1,172 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $85,591 | 1,172 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $76,796 | 1,292 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $66,034 | 1,292 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $69,328 | 1,292 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $58,424 | 1,292 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $63,553 | 1,292 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $62,343 | 1,307 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $51,704 | 1,307 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $63,309 | 1,543 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $9,738 | 251 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $9,219 | 271 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $8,287 | 263 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $6,461 | 263 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,205 | 88 | Shares | Sole | 2021-11-01 | |
| 2020-03-31 | $5,103 | 340 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||