Position in UNM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$16,342,726
+$6,945,774 QoQ
Shares Held
223,781
+84.6% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026ALGERT GLOBAL LLC holds $75,949,132 across 10 Insurance - Life names. UNM ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JXN |
Jackson Financial Inc.
|
203,237 | $21,486,215 | |
| 2 | UNM |
Unum Group
This page
|
223,781 | $16,342,726 | |
| 3 | FG |
F&G Annuities & Life, Inc.
|
431,254 | $10,919,351 | |
| 4 | GL |
Globe Life Inc.
|
70,147 | $9,762,357 | |
| 5 | PRI |
Primerica, Inc.
|
27,721 | $6,943,556 | |
| 6 | MET |
Metlife Inc
|
54,286 | $3,839,105 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
46,786 | $2,801,545 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
62,928 | $2,583,823 |
All Filings in UNM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,342,726 | 223,781 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,396,952 | 121,251 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,762,823 | 35,521 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,488,487 | 18,431 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,663,995 | 69,531 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $18,135,174 | 248,325 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,043,532 | 236,264 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,122,076 | 139,348 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $6,530,100 | 121,694 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,503,002 | 121,694 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,986,127 | 121,694 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,682,197 | 140,088 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,052,047 | 152,984 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,953,453 | 145,100 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,613,002 | 144,665 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,732,776 | 109,723 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,524,803 | 111,863 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,623,954 | 66,095 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $707,819 | 28,245 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $2,589,490 | 112,881 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,126,593 | 185,775 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||