Position in UNM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,221,293
+$164,988 QoQ
Shares Held
13,661
-5.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#296
of 754 holders
Holding Since
Sep 2024
8 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, 2026BENJAMIN EDWARDS INC holds $22,755,082 across 7 Insurance - Life names. UNM ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
82,600 | $9,684,850 | |
| 2 | MFC |
Manulife Financial Corp
|
96,107 | $3,893,294 | |
| 3 | PRU |
Prudential Financial Inc
|
26,688 | $2,880,435 | |
| 4 | MET |
Metlife Inc
|
28,510 | $2,412,230 | |
| 5 | LNC |
Lincoln National Corp
|
51,381 | $1,816,318 | |
| 6 | UNM |
Unum Group
This page
|
13,661 | $1,221,293 | |
| 7 | JXN |
Jackson Financial Inc.
|
8,269 | $846,662 |
All Filings in UNM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,221,293 | 13,661 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $1,056,305 | 14,464 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $969,137 | 12,505 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $896,181 | 11,522 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $794,919 | 9,843 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $772,077 | 9,478 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $654,860 | 8,967 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $607,952 | 10,228 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||