Crestwood Advisors Group, LLC

Position in UNM — Unum Group

CIK 1426853 BOSTON, MA

Position in UNM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$296,003

+$89,694 QoQ

Shares Held

3,311

+17.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#493

of 754 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $26,080,010 across 6 Insurance - Life names. UNM ranks #6 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFC	Manulife Financial Corp	579,513	$23,476,071
2	MET	Metlife Inc	10,426	$882,143
3	AFL	Aflac Inc	5,372	$629,867
4	PRI	Primerica, Inc.	1,539	$437,383
5	PRU	Prudential Financial Inc	3,322	$358,543
6	UNM	Unum Group This page	3,311	$296,003

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$296,003	3,311	+17.2%	Shares	Sole	2026-08-03
2026-03-31	$206,309	2,825	+1.5%	Shares	Sole	2026-05-05
2025-12-31	$215,605	2,782	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.