Position in UNM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,921,074
+$1,317,702 QoQ
Shares Held
110,974
-5.8% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#124
of 754 holders
Holding Since
Mar 2020
26 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, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $191,732,569 across 14 Insurance - Life names. UNM ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
956,951 | $80,967,622 | |
| 2 | AFL |
Aflac Inc
|
330,118 | $38,706,335 | |
| 3 | PRU |
Prudential Financial Inc
|
213,210 | $23,011,754 | |
| 4 | MFC |
Manulife Financial Corp
|
459,604 | $18,618,557 | |
| 5 | UNM |
Unum Group
This page
|
110,974 | $9,921,074 | |
| 6 | PRI |
Primerica, Inc.
|
22,504 | $6,395,636 | |
| 7 | JXN |
Jackson Financial Inc.
|
47,316 | $4,844,685 | |
| 8 | GL |
Globe Life Inc.
|
20,857 | $3,726,728 |
All Filings in UNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,921,074 | 110,974 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,603,372 | 117,806 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,884,815 | 127,546 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $14,621,395 | 187,984 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,777,796 | 145,837 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,886,235 | 145,915 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,675,525 | 118,794 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,142,726 | 120,167 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,188,041 | 121,073 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,082,476 | 131,988 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,138,660 | 135,751 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $17,042,269 | 346,458 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $24,180,513 | 506,929 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $19,829,964 | 501,263 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $19,520,720 | 475,767 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $17,784,018 | 458,351 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,233,013 | 359,583 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,289,715 | 294,818 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $363,120 | 14,779 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $475,538 | 18,976 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $392,630 | 13,825 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $437,431 | 15,718 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $353,803 | 15,423 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $13,750 | 817 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $10,567 | 637 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $26,147 | 1,742 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||