Position in UNM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$39,436,930
+$18,867,190 QoQ
Shares Held
540,010
+103.5% QoQ
Ownership
0.338%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026HRT FINANCIAL LP holds $85,932,351 across 9 Insurance - Life names. UNM ranks #1 (45.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
This page
|
540,010 | $39,436,930 | |
| 2 | LNC |
Lincoln National Corp
|
592,147 | $21,021,218 | |
| 3 | CNO |
CNO Financial Group, Inc.
|
153,380 | $6,297,782 | |
| 4 | GL |
Globe Life Inc.
|
40,288 | $5,606,880 | |
| 5 | JXN |
Jackson Financial Inc.
|
45,208 | $4,779,389 | |
| 6 | BHF |
Brighthouse Financial, Inc.
|
58,104 | $3,479,267 | |
| 7 | FG |
F&G Annuities & Life, Inc.
|
105,283 | $2,665,765 | |
| 8 | PUK |
Prudential PLC
|
53,364 | $1,517,138 |
All Filings in UNM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||