Position in UNM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$38,442
+$7,113 QoQ
Shares Held
430
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#628
of 751 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026North Star Investment Management Corp. holds $1,006,862 across 9 Insurance - Life names. UNM ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
3,478 | $375,380 | |
| 2 | LNC |
Lincoln National Corp
|
8,615 | $304,540 | |
| 3 | MET |
Metlife Inc
|
3,014 | $255,014 | |
| 4 | UNM |
Unum Group
This page
|
430 | $38,442 | |
| 5 | AFL |
Aflac Inc
|
232 | $27,202 | |
| 6 | MFC |
Manulife Financial Corp
|
121 | $4,901 | |
| 7 | GL |
Globe Life Inc.
|
3 | $536 | |
| 8 | FG |
F&G Annuities & Life, Inc.
|
20 | $531 |
All Filings in UNM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,442 | 430 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $31,329 | 429 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $33,092 | 427 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $33,134 | 426 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $34,323 | 425 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $34,457 | 423 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $30,818 | 422 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $25,024 | 421 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $21,415 | 419 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $22,429 | 418 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $18,811 | 416 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $21,102 | 429 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $39,495 | 828 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $32,676 | 826 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $33,808 | 824 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $31,350 | 808 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $27,420 | 806 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $25,334 | 804 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $19,705 | 802 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $20,048 | 800 | Shares | Sole | 2021-10-20 | |
| No filing history on record for this holder in this stock. | ||||||