Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,252,765
+$2,197,778 QoQ
Shares Held
226,541
-8.4% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#84
of 754 holders
Holding Since
Mar 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, 2026Bridgewater Associates, LP holds $150,351,884 across 11 Insurance - Life names. UNM ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
621,519 | $52,586,722 | |
| 2 | MFC |
Manulife Financial Corp
|
684,949 | $27,747,283 | |
| 3 | UNM |
Unum Group
This page
|
226,541 | $20,252,765 | |
| 4 | PRU |
Prudential Financial Inc
|
116,719 | $12,597,481 | |
| 5 | GL |
Globe Life Inc.
|
66,120 | $11,814,321 | |
| 6 | PRI |
Primerica, Inc.
|
24,937 | $7,087,095 | |
| 7 | JXN |
Jackson Financial Inc.
|
68,945 | $7,059,278 | |
| 8 | LNC |
Lincoln National Corp
|
160,168 | $5,661,938 |
All Filings in UNM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,252,765 | 226,541 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,054,987 | 247,227 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,709,585 | 241,414 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $33,918,613 | 436,084 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $45,377,751 | 561,884 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $42,543,218 | 522,259 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $24,803,251 | 339,631 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,442,296 | 226,149 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,753,558 | 171,269 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,698,745 | 106,201 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,854,593 | 107,355 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,967,107 | 100,978 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,473,561 | 72,821 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,876,051 | 72,701 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,410,519 | 107,495 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,168,757 | 81,669 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,930,959 | 86,154 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,164,704 | 36,963 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $445,699 | 18,140 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $524,656 | 20,936 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $574,759 | 20,238 | Shares | Sole | 2021-08-13 | |
| 2020-03-31 | $166,580 | 11,098 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||