Position in UNM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$21,572,842
-$1,046,850 QoQ
Shares Held
295,397
+1.2% QoQ
Ownership
0.185%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.07142929684458543.ToString("F0")%
Shared 0.ToString("F0")%
None 99.92857070315542.ToString("F0")%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $386,592,509 across 15 Insurance - Life names. UNM ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
880,996 | $96,654,071 | |
| 2 | PRU |
Prudential Financial Inc
|
845,529 | $82,599,728 | |
| 3 | MET |
Metlife Inc
|
1,124,370 | $79,515,446 | |
| 4 | GL |
Globe Life Inc.
|
223,815 | $31,148,333 | |
| 5 | LNC |
Lincoln National Corp
|
661,974 | $23,500,077 | |
| 6 | UNM |
Unum Group
This page
|
295,397 | $21,572,842 | |
| 7 | JXN |
Jackson Financial Inc.
|
202,494 | $21,407,665 | |
| 8 | MFC |
Manulife Financial Corp
|
610,647 | $21,030,682 |
All Filings in UNM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,572,842 | 295,397 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $22,619,692 | 291,867 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $22,758,505 | 292,601 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $28,057,396 | 347,417 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $24,575,178 | 301,684 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $21,706,633 | 297,229 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $16,782,230 | 282,339 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $14,118,830 | 276,244 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $14,041,641 | 261,678 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $12,291,022 | 271,805 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,608,052 | 296,972 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,189,193 | 276,503 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $9,353,091 | 236,428 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,036,570 | 220,243 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,328,109 | 214,642 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,920,994 | 203,439 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,699,906 | 180,892 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,890,733 | 158,353 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,716,673 | 148,311 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,158,441 | 146,424 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,467,979 | 124,613 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,671,018 | 72,843 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $761,052 | 45,220 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $594,154 | 35,814 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $640,716 | 42,686 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||