Position in UNM
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$438
-$11,859 QoQ
Shares Held
6
-97.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
6 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, 2026BROWN, LISLE/CUMMINGS, INC. holds $554,584 across 8 Insurance - Life names. UNM ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
11,925 | $410,697 | |
| 2 | MET |
Metlife Inc
|
1,726 | $122,062 | |
| 3 | AFL |
Aflac Inc
|
128 | $14,042 | |
| 4 | PRU |
Prudential Financial Inc
|
45 | $4,396 | |
| 5 | PUK |
Prudential PLC
|
96 | $2,729 | |
| 6 | UNM |
Unum Group
This page
|
6 | $438 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
2 | $119 | |
| 8 | FG |
F&G Annuities & Life, Inc.
|
4 | $101 |
All Filings in UNM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $438 | 6 | Shares | Sole | 2026-04-20 | |
| 2023-09-30 | $12,297 | 250 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $209,520 | 5,400 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $238,140 | 7,000 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $252,867 | 8,025 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 | $156,633 | 6,375 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||