Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$231,546
+$43,129 QoQ
Shares Held
2,590
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#549
of 754 holders
Holding Since
Jun 2022
15 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, 2026Advisors Asset Management, Inc. holds $10,029,979 across 10 Insurance - Life names. UNM ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
53,457 | $4,522,996 | |
| 2 | AFL |
Aflac Inc
|
14,560 | $1,707,160 | |
| 3 | MFC |
Manulife Financial Corp
|
40,014 | $1,620,967 | |
| 4 | PRU |
Prudential Financial Inc
|
10,501 | $1,133,372 | |
| 5 | PUK |
Prudential PLC
|
17,107 | $458,638 | |
| 6 | UNM |
Unum Group
This page
|
2,590 | $231,546 | |
| 7 | PRI |
Primerica, Inc.
|
766 | $217,697 | |
| 8 | LNC |
Lincoln National Corp
|
2,266 | $80,103 |
All Filings in UNM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,546 | 2,590 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $188,417 | 2,580 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $236,917 | 3,057 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $348,532 | 4,481 | Shares | Sole | 2026-08-26 | |
| 2025-06-30 | $468,973 | 5,807 | Shares | Sole | 2026-08-24 | |
| 2025-03-31 | $466,684 | 5,729 | Shares | Sole | 2026-08-26 | |
| 2024-12-31 | $353,830 | 4,845 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $168,155 | 2,829 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $50,190 | 982 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $456,581 | 9,282 | Shares | Sole | 2026-08-26 | |
| 2023-06-30 | $491,262 | 10,299 | Shares | Sole | 2026-08-26 | |
| 2023-03-31 | $406,241 | 10,269 | Shares | Sole | 2026-08-26 | |
| 2022-12-31 | $424,578 | 10,348 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $349,122 | 8,998 | Shares | Sole | 2026-08-26 | |
| 2022-06-30 | $26,501 | 779 | Shares | Sole | 2026-08-27 | |
| No filing history on record for this holder in this stock. | ||||||