Position in UNM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,021,752
+$147,364 QoQ
Shares Held
11,429
-4.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#321
of 754 holders
Holding Since
Mar 2022
17 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, 2026ATLAS CAPITAL ADVISORS INC. holds $3,555,046 across 8 Insurance - Life names. UNM ranks #1 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
This page
|
11,429 | $1,021,752 | |
| 2 | GL |
Globe Life Inc.
|
5,127 | $916,092 | |
| 3 | MET |
Metlife Inc
|
10,656 | $901,604 | |
| 4 | MFC |
Manulife Financial Corp
|
10,852 | $439,614 | |
| 5 | PRI |
Primerica, Inc.
|
659 | $187,287 | |
| 6 | PRU |
Prudential Financial Inc
|
397 | $42,848 | |
| 7 | LNC |
Lincoln National Corp
|
1,098 | $38,814 | |
| 8 | AFL |
Aflac Inc
|
60 | $7,035 |
All Filings in UNM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,021,752 | 11,429 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $874,388 | 11,973 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,134,135 | 14,634 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $1,454,083 | 18,005 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,469,619 | 18,041 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,158,840 | 15,868 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $897,603 | 15,101 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $715,488 | 13,999 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $819,173 | 15,266 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $690,328 | 15,266 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $716,108 | 14,558 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $732,338 | 15,353 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $631,061 | 15,952 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $731,441 | 17,827 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $695,373 | 17,922 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $609,366 | 17,912 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $254,033 | 8,062 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||