Baker Avenue Asset Management, LP

Position in UNM — Unum Group

CIK 1432529 SAN FRANCISCO, CA

Position in UNM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$459,247

+$192,031 QoQ

Shares Held

5,137

+40.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#427

of 754 holders

Holding Since

Dec 2022

7 quarters on record

Voting authority Sole 40% Shared 0% None 60%

Financial Services · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $2,121,244 across 6 Insurance - Life names. UNM ranks #2 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	4,565	$535,246
2	UNM	Unum Group This page	5,137	$459,247
3	PRU	Prudential Financial Inc	3,104	$335,014
4	MET	Metlife Inc	3,395	$287,250
5	PRI	Primerica, Inc.	993	$282,210
6	GL	Globe Life Inc.	1,244	$222,277

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$459,247	5,137	+40.4%	Shares	Sole	2026-07-28
2026-03-31	$267,216	3,659	-5.5%	Shares	Sole	2026-05-12
2025-12-31	$300,157	3,873	+690.4%	Shares	Sole	2026-02-10
2023-09-30	$24,103	490	+8.6%	Shares	Sole	2023-11-15
2023-06-30	$21,512	451	0.0%	Shares	Sole	2023-08-14
2023-03-31	$17,841	451	0.0%	Shares	Sole	2023-05-16
2022-12-31	$18,504	451	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.