Position in UNM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,097,274
-$1,329,853 QoQ
Shares Held
28,718
-35.1% QoQ
Ownership
0.018%
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 28%
Shared 0%
None 72%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026Mitsubishi UFJ Trust & Banking Corp holds $84,466,087 across 9 Insurance - Life names. UNM ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
204,420 | $22,426,918 | |
| 2 | MET |
Metlife Inc
|
278,014 | $19,661,149 | |
| 3 | PRU |
Prudential Financial Inc
|
156,609 | $15,299,132 | |
| 4 | JXN |
Jackson Financial Inc.
|
128,664 | $13,602,357 | |
| 5 | PRI |
Primerica, Inc.
|
24,035 | $6,020,286 | |
| 6 | LNC |
Lincoln National Corp
|
84,920 | $3,014,660 | |
| 7 | UNM |
Unum Group
This page
|
28,718 | $2,097,274 | |
| 8 | GL |
Globe Life Inc.
|
12,248 | $1,704,554 |
All Filings in UNM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,097,274 | 28,718 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,427,127 | 44,221 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $9,889,104 | 127,142 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $12,315,334 | 152,493 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $14,831,828 | 182,075 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $16,803,472 | 230,090 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $14,365,934 | 241,688 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,468,382 | 185,255 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,549,210 | 140,686 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,103,529 | 112,860 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $6,395,241 | 130,011 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $5,193,671 | 108,882 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $2,957,940 | 74,771 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $2,863,278 | 69,785 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $2,803,610 | 72,258 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $3,237,615 | 95,168 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $3,990,363 | 126,638 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $3,362,355 | 136,848 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $4,960,501 | 197,945 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $6,760,449 | 238,044 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $10,195,937 | 366,365 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $7,150,283 | 311,695 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,454,605 | 145,847 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,193,977 | 132,247 | Shares | Defined | 2020-09-11 | |
| 2020-03-31 | $3,544,865 | 236,167 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||