Position in UNM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$251,124
+$31,669 QoQ
Shares Held
2,809
-6.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#530
of 754 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Sigma Planning Corp holds $6,319,265 across 7 Insurance - Life names. UNM ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
30,418 | $3,283,014 | |
| 2 | AFL |
Aflac Inc
|
8,927 | $1,046,690 | |
| 3 | GNW |
Genworth Financial Inc
|
65,798 | $623,107 | |
| 4 | LNC |
Lincoln National Corp
|
17,452 | $616,928 | |
| 5 | MFC |
Manulife Financial Corp
|
7,019 | $284,339 | |
| 6 | UNM |
Unum Group
This page
|
2,809 | $251,124 | |
| 7 | MET |
Metlife Inc
|
2,530 | $214,063 |
All Filings in UNM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,124 | 2,809 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $219,455 | 3,005 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $234,515 | 3,026 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $250,529 | 3,221 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $297,681 | 3,686 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $285,843 | 3,509 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $313,517 | 4,293 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $260,763 | 4,387 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $246,043 | 4,814 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $282,573 | 5,266 | Shares | Sole | 2024-05-02 | |
| 2023-09-30 | $505,476 | 10,276 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $560,045 | 11,741 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,585,050 | 40,067 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,480,690 | 36,088 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,349,502 | 34,781 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,295,685 | 38,086 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,378,720 | 43,755 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,034,765 | 42,115 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,060,213 | 42,307 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,057,843 | 37,248 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $854,993 | 30,722 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $707,561 | 30,844 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $708,610 | 42,104 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $294,489 | 17,751 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||