Forvis Mazars Wealth Advisors, LLC

Position in UNM — Unum Group

CIK 1352864 Springfield, MO

Position in UNM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,327,976

+$410,793 QoQ

Shares Held

26,040

-0.8% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#235

of 754 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $5,505,463 across 5 Insurance - Life names. UNM ranks #1 (42.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNM	Unum Group This page	26,040	$2,327,976
2	MET	Metlife Inc	24,959	$2,111,780
3	PRU	Prudential Financial Inc	4,896	$528,425
4	LNC	Lincoln National Corp	8,456	$298,919
5	JXN	Jackson Financial Inc.	2,328	$238,363

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,327,976	26,040	-0.8%	Shares	Sole	2026-08-10
2026-03-31	$1,917,183	26,252	-3.5%	Shares	Sole	2026-05-01
2025-12-31	$2,108,155	27,202	-8.3%	Shares	Sole	2026-02-10
2025-09-30	$2,308,277	29,677	-3.0%	Shares	Sole	2025-10-30
2025-06-30	$2,470,044	30,585	-0.1%	Shares	Sole	2025-07-29
2025-03-31	$2,494,468	30,622	+1.6%	Shares	Sole	2025-05-13
2024-12-31	$2,200,905	30,137	-2.3%	Shares	Sole	2025-02-04
2024-09-30	$1,833,902	30,853	-0.1%	Shares	Sole	2024-11-14
2024-06-30	$1,577,867	30,872	-2.4%	Shares	Sole	2024-08-09
2024-03-31	$1,696,568	31,617	-1.1%	Shares	Sole	2024-04-19
2023-12-31	$1,445,231	31,960	-2.8%	Shares	Sole	2024-01-11
2023-09-30	$1,617,121	32,875	-6.3%	Shares	Sole	2023-10-26
2023-06-30	$1,673,125	35,076	-0.8%	Shares	Sole	2023-08-08
2023-03-31	$1,399,395	35,374	-2.6%	Shares	Sole	2023-04-27
2022-12-31	$1,489,840	36,311	-6.4%	Shares	Sole	2023-02-03
2022-09-30	$1,505,246	38,795	-0.7%	Shares	Sole	2022-10-14
2022-06-30	$1,328,651	39,055	-1.5%	Shares	Sole	2022-07-22
2022-03-31	$1,249,686	39,660	-0.0%	Shares	Sole	2022-05-10
2021-12-31	$974,790	39,674	-34.9%	Shares	Sole	2022-01-14
2021-09-30	$1,527,782	60,965	+6.7%	Shares	Sole	2021-10-14
2021-06-30	$1,623,088	57,151	-1.9%	Shares	Sole	2021-07-14
2021-03-31	$1,621,153	58,252	+4.6%	Shares	Sole	2021-04-23
2020-12-31	$1,277,505	55,689	+6.2%	Shares	Sole	2021-01-22
2020-09-30	$882,329	52,426	+7.6%	Shares	Sole	2020-11-05
2020-06-30	$807,949	48,701	+59.8%	Shares	Sole	2020-07-15
2020-03-31	$457,444	30,476	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.