Position in UNM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$37,410,413
+$6,220,834 QoQ
Shares Held
418,461
-2.0% QoQ
Ownership
0.264%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#53
of 754 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $156,059,394 across 12 Insurance - Life names. UNM ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
1,453,656 | $58,887,603 | |
| 2 | UNM |
Unum Group
This page
|
418,461 | $37,410,413 | |
| 3 | MET |
Metlife Inc
|
217,617 | $18,412,573 | |
| 4 | GL |
Globe Life Inc.
|
99,784 | $17,829,404 | |
| 5 | AFL |
Aflac Inc
|
77,955 | $9,140,223 | |
| 6 | PRU |
Prudential Financial Inc
|
78,150 | $8,434,729 | |
| 7 | PRI |
Primerica, Inc.
|
6,709 | $1,906,697 | |
| 8 | LNC |
Lincoln National Corp
|
35,194 | $1,244,107 |
All Filings in UNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,410,413 | 418,461 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $31,189,579 | 427,079 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $43,373,417 | 559,657 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $37,695,143 | 484,638 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $61,439,380 | 760,765 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $37,248,806 | 457,265 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $30,883,510 | 422,888 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $28,000,518 | 471,072 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $20,275,081 | 396,695 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $7,913,025 | 147,466 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $1,102,599 | 24,383 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $1,358,479 | 27,617 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,139,409 | 23,887 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,039,398 | 26,274 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,033,052 | 25,178 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $972,948 | 25,076 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $655,973 | 19,282 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $622,101 | 19,743 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $638,647 | 25,993 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $519,342 | 20,724 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $660,044 | 23,241 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $608,308 | 21,858 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $549,549 | 23,956 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $416,373 | 24,740 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $263,316 | 15,872 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $175,091 | 11,665 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||