Position in UNM
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$2,939,822
-$391,515 QoQ
Shares Held
40,255
-6.4% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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, 2026Janney Montgomery Scott LLC holds $103,615,232 across 9 Insurance - Life names. UNM ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
532,758 | $37,676,645 | |
| 2 | AFL |
Aflac Inc
|
251,286 | $27,568,587 | |
| 3 | PRU |
Prudential Financial Inc
|
145,578 | $14,221,514 | |
| 4 | LNC |
Lincoln National Corp
|
299,412 | $10,629,126 | |
| 5 | JXN |
Jackson Financial Inc.
|
54,910 | $5,805,085 | |
| 6 | MFC |
Manulife Financial Corp
|
89,112 | $3,069,017 | |
| 7 | UNM |
Unum Group
This page
|
40,255 | $2,939,822 | |
| 8 | PRI |
Primerica, Inc.
|
5,938 | $1,487,350 |
All Filings in UNM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,939,822 | 40,255 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,331,337 | 42,985 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,513,867 | 45,177 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,715,091 | 58,384 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,117,968 | 62,828 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,189,950 | 57,373 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,498,876 | 58,864 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,082,955 | 60,320 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,230,063 | 60,195 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,618,916 | 57,915 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,345,854 | 68,019 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,654,917 | 76,623 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,643,476 | 92,100 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $6,003,263 | 146,314 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $6,548,081 | 168,765 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $5,011,077 | 147,298 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,717,330 | 149,709 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,579,775 | 145,697 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $3,481,159 | 138,913 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,140,557 | 110,583 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,928,884 | 105,242 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,878,189 | 81,874 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $821,909 | 48,836 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $763,952 | 46,049 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||