Position in UNM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$951,580
-$24,687 QoQ
Shares Held
13,030
+3.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 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 Mar 31, 2026ASSETMARK, INC holds $124,793,633 across 15 Insurance - Life names. UNM ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
801,692 | $87,953,629 | |
| 2 | MFC |
Manulife Financial Corp
|
425,116 | $14,640,995 | |
| 3 | JXN |
Jackson Financial Inc.
|
106,942 | $11,305,908 | |
| 4 | PUK |
Prudential PLC
|
251,049 | $7,137,323 | |
| 5 | MET |
Metlife Inc
|
20,204 | $1,428,826 | |
| 6 | UNM |
Unum Group
This page
|
13,030 | $951,580 | |
| 7 | PRI |
Primerica, Inc.
|
2,503 | $626,951 | |
| 8 | PRU |
Prudential Financial Inc
|
2,977 | $290,823 |
All Filings in UNM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $951,580 | 13,030 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $976,267 | 12,597 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $985,317 | 12,668 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,074,592 | 13,306 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,125,125 | 13,812 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,207,989 | 16,541 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $37,970,747 | 638,808 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $61,066,841 | 1,194,812 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $64,148,598 | 1,195,464 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $54,786,833 | 1,211,562 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $60,210,675 | 1,224,043 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $60,211,471 | 1,262,295 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $51,610,925 | 1,304,624 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $4,910,757 | 119,687 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $3,500,730 | 90,225 | Shares | Sole | 2022-11-01 | |
| 2020-06-30 | $9,008 | 543 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $14,004 | 933 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||