Position in UNM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$712,606
+$195,847 QoQ
Shares Held
7,971
+12.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#365
of 751 holders
Holding Since
Mar 2021
21 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, 2026Ballentine Partners, LLC holds $7,598,420 across 8 Insurance - Life names. UNM ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
25,678 | $3,010,744 | |
| 2 | MET |
Metlife Inc
|
24,441 | $2,067,951 | |
| 3 | UNM |
Unum Group
This page
|
7,971 | $712,606 | |
| 4 | PUK |
Prudential PLC
|
19,627 | $526,199 | |
| 5 | GL |
Globe Life Inc.
|
2,808 | $501,731 | |
| 6 | PRI |
Primerica, Inc.
|
1,076 | $305,799 | |
| 7 | MFC |
Manulife Financial Corp
|
5,875 | $237,995 | |
| 8 | PRU |
Prudential Financial Inc
|
2,181 | $235,395 |
All Filings in UNM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,606 | 7,971 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $516,759 | 7,076 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $335,110 | 4,324 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $351,875 | 4,524 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $367,537 | 4,551 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $494,461 | 6,070 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $503,394 | 6,893 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $404,548 | 6,806 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $324,752 | 6,354 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $338,163 | 6,302 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $290,492 | 6,424 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $360,513 | 7,329 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $324,931 | 6,812 | Shares | Other | 2023-07-26 | |
| 2023-03-31 | $249,543 | 6,308 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $272,931 | 6,652 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $281,260 | 7,249 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $217,182 | 6,384 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $269,535 | 8,554 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $200,638 | 8,166 | Shares | Other | 2022-02-14 | |
| 2021-06-30 | $224,870 | 7,918 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $219,577 | 7,890 | Shares | Other | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||