Position in UNM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$77,776
-$11,038 QoQ
Shares Held
1,065
-7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Parkside Financial Bank & Trust holds $1,447,946 across 14 Insurance - Life names. UNM ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
3,496 | $383,545 | |
| 2 | PRI |
Primerica, Inc.
|
1,248 | $312,599 | |
| 3 | PRU |
Prudential Financial Inc
|
3,016 | $294,632 | |
| 4 | MET |
Metlife Inc
|
2,914 | $206,077 | |
| 5 | GL |
Globe Life Inc.
|
559 | $77,795 | |
| 6 | UNM |
Unum Group
This page
|
1,065 | $77,776 | |
| 7 | MFC |
Manulife Financial Corp
|
1,064 | $36,644 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
413 | $24,730 |
All Filings in UNM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,776 | 1,065 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $88,814 | 1,146 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $82,757 | 1,064 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $86,008 | 1,065 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $90,094 | 1,106 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $63,316 | 867 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $53,436 | 899 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $45,947 | 899 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $48,294 | 900 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $41,195 | 911 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $38,171 | 776 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $37,443 | 785 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $31,054 | 785 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $32,947 | 803 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $31,195 | 804 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $28,406 | 835 | Shares | Defined | 2022-07-13 | |
| 2022-03-31 | $28,453 | 903 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $22,284 | 907 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $23,982 | 957 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $35,528 | 1,251 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $33,006 | 1,186 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $29,776 | 1,298 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $22,972 | 1,365 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $21,450 | 1,293 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $10,657 | 710 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||