Position in UNM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$281,878
-$21,050 QoQ
Shares Held
3,153
-24.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#505
of 751 holders
Holding Since
Dec 2020
21 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, 2026J.W. COLE ADVISORS, INC. holds $12,744,353 across 7 Insurance - Life names. UNM ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHF |
Brighthouse Financial, Inc.
|
67,001 | $4,241,163 | |
| 2 | PRU |
Prudential Financial Inc
|
27,613 | $2,980,271 | |
| 3 | MET |
Metlife Inc
|
26,197 | $2,216,528 | |
| 4 | AFL |
Aflac Inc
|
15,443 | $1,810,691 | |
| 5 | MFC |
Manulife Financial Corp
|
24,425 | $989,456 | |
| 6 | UNM |
Unum Group
This page
|
3,153 | $281,878 | |
| 7 | LNC |
Lincoln National Corp
|
6,347 | $224,366 |
All Filings in UNM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,878 | 3,153 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $302,928 | 4,148 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $321,237 | 4,145 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $430,901 | 5,540 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $517,187 | 6,404 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $482,161 | 5,919 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $483,969 | 6,627 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $426,541 | 7,176 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $380,616 | 7,447 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $419,835 | 7,824 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $365,784 | 8,089 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $393,716 | 8,004 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $381,409 | 7,996 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $313,513 | 7,925 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $324,957 | 7,920 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $263,141 | 6,782 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $237,459 | 6,980 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $233,394 | 7,407 | Shares | Sole | 2022-06-10 | |
| 2021-06-30 | $277,695 | 9,778 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $394,128 | 14,162 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $317,719 | 13,850 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||