Position in UNM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,243,439
+$2,900,713 QoQ
Shares Held
215,251
-3.8% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#88
of 754 holders
Holding Since
Sep 2020
22 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, 2026ALGERT GLOBAL LLC holds $95,264,540 across 9 Insurance - Life names. UNM ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JXN |
Jackson Financial Inc.
|
366,243 | $37,499,620 | |
| 2 | UNM |
Unum Group
This page
|
215,251 | $19,243,439 | |
| 3 | PRI |
Primerica, Inc.
|
27,721 | $7,878,308 | |
| 4 | FG |
F&G Annuities & Life, Inc.
|
287,869 | $7,654,436 | |
| 5 | GL |
Globe Life Inc.
|
35,637 | $6,367,619 | |
| 6 | LNC |
Lincoln National Corp
|
147,509 | $5,214,443 | |
| 7 | MET |
Metlife Inc
|
59,661 | $5,047,917 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
66,638 | $3,397,205 |
All Filings in UNM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,243,439 | 215,251 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||