Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,013,075
-$13,423,855 QoQ
Shares Held
290,974
-46.1% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#71
of 754 holders
Holding Since
Mar 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026HRT FINANCIAL LP holds $129,359,842 across 12 Insurance - Life names. UNM ranks #1 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
This page
|
290,974 | $26,013,075 | |
| 2 | PRU |
Prudential Financial Inc
|
228,860 | $24,700,859 | |
| 3 | LNC |
Lincoln National Corp
|
639,026 | $22,589,569 | |
| 4 | PRI |
Primerica, Inc.
|
66,011 | $18,760,326 | |
| 5 | CNO |
CNO Financial Group, Inc.
|
217,485 | $11,087,385 | |
| 6 | MFC |
Manulife Financial Corp
|
147,474 | $5,974,171 | |
| 7 | FG |
F&G Annuities & Life, Inc.
|
220,298 | $5,857,723 | |
| 8 | JXN |
Jackson Financial Inc.
|
42,453 | $4,346,762 |
All Filings in UNM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,013,075 | 290,974 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $39,436,930 | 540,010 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $20,569,740 | 265,416 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $22,988,034 | 295,552 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $12,541,462 | 155,293 | Shares | Defined | 2025-08-14 | |
| 2024-09-30 | $18,656,551 | 313,872 | Shares | Defined | 2024-11-12 | |
| 2024-03-31 | $1,919,042 | 35,763 | Shares | Defined | 2024-05-13 | |
| 2023-09-30 | $5,843,230 | 118,789 | Shares | Defined | 2023-11-13 | |
| 2022-12-31 | $402,258 | 9,804 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,457,638 | 37,568 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,205,029 | 270,577 | Shares | Defined | 2022-08-12 | |
| 2021-09-30 | $1,707,813 | 68,149 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $6,412,338 | 230,411 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||