Position in UNM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$95,114,047
-$34,239,572 QoQ
Shares Held
1,302,397
-22.0% QoQ
Ownership
0.815%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 92.95045980603457.ToString("F0")%
Shared 0.0013820670655721719.ToString("F0")%
None 7.048158126899862.ToString("F0")%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026Bank of New York Mellon Corp holds $1,306,405,574 across 17 Insurance - Life names. UNM ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
2,676,830 | $293,675,011 | |
| 2 | MET |
Metlife Inc
|
3,576,785 | $252,950,223 | |
| 3 | PRU |
Prudential Financial Inc
|
1,996,075 | $194,996,557 | |
| 4 | JXN |
Jackson Financial Inc.
|
910,853 | $96,295,372 | |
| 5 | UNM |
Unum Group
This page
|
1,302,397 | $95,114,047 | |
| 6 | PRI |
Primerica, Inc.
|
314,134 | $78,684,276 | |
| 7 | GL |
Globe Life Inc.
|
558,911 | $77,783,633 | |
| 8 | LNC |
Lincoln National Corp
|
1,778,894 | $63,150,734 |
All Filings in UNM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $95,114,047 | 1,302,397 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $129,353,619 | 1,669,079 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $139,194,848 | 1,789,597 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $148,904,878 | 1,843,795 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $152,655,299 | 1,873,991 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $138,164,793 | 1,891,891 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $117,207,176 | 1,971,857 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $110,795,384 | 2,167,783 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $116,922,988 | 2,178,960 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $103,601,274 | 2,291,050 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $123,596,411 | 2,512,633 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $123,128,718 | 2,581,315 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $104,586,230 | 2,643,737 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $105,899,205 | 2,581,019 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $108,558,283 | 2,797,894 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $111,496,634 | 3,277,385 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $102,848,319 | 3,263,990 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $89,057,768 | 3,624,655 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $92,677,138 | 3,698,210 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $85,165,151 | 2,998,773 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $71,050,096 | 2,553,004 | Shares | Other | 2021-05-13 | |
| 2020-09-30 | $42,449,092 | 2,522,228 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $44,060,448 | 2,655,844 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $46,120,518 | 3,072,653 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||