Position in UNM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,348,599
+$351,083 QoQ
Shares Held
15,085
+10.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#289
of 754 holders
Holding Since
Mar 2021
22 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $21,310,548 across 9 Insurance - Life names. UNM ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
147,699 | $12,496,812 | |
| 2 | AFL |
Aflac Inc
|
30,544 | $3,581,284 | |
| 3 | PRU |
Prudential Financial Inc
|
12,861 | $1,388,087 | |
| 4 | UNM |
Unum Group
This page
|
15,085 | $1,348,599 | |
| 5 | GL |
Globe Life Inc.
|
4,879 | $871,779 | |
| 6 | LNC |
Lincoln National Corp
|
14,827 | $524,134 | |
| 7 | MFC |
Manulife Financial Corp
|
11,835 | $479,435 | |
| 8 | PUK |
Prudential PLC
|
15,316 | $410,621 |
All Filings in UNM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,348,599 | 15,085 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $997,516 | 13,659 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $728,190 | 9,396 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $743,032 | 9,553 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $729,020 | 9,027 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $778,513 | 9,557 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $759,877 | 10,405 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $616,927 | 10,379 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $537,063 | 10,508 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $972,480 | 18,123 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $863,068 | 19,086 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $413,540 | 8,407 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $400,346 | 8,393 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $583,391 | 14,747 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $755,690 | 18,418 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $705,616 | 18,186 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $642,671 | 18,891 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $579,342 | 18,386 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $435,748 | 17,735 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $204,013 | 8,141 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $226,348 | 7,970 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $228,790 | 8,221 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||