Diversified Trust Co

Bank

Position in UNM — Unum Group

CIK 1479844 MEMPHIS, TN

Position in UNM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,084,064

+$841,971 QoQ

Shares Held

12,126

+265.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#309

of 751 holders

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Diversified Trust Co holds $5,436,174 across 7 Insurance - Life names. UNM ranks #2 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	23,613	$1,997,895
2	UNM	Unum Group This page	12,126	$1,084,064
3	CNO	CNO Financial Group, Inc.	14,262	$727,076
4	AFL	Aflac Inc	5,695	$667,738
5	GL	Globe Life Inc.	3,269	$584,104
6	LNC	Lincoln National Corp	6,379	$225,497
7	ABX	Abacus Global Management, Inc.	13,987	$149,800

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,084,064	12,126	+265.8%	Shares	Sole	2026-07-17
2026-03-31	$242,093	3,315	-14.9%	Shares	Sole	2026-04-16
2025-12-31	$301,785	3,894	-0.5%	Shares	Sole	2026-01-09
2025-09-30	$304,275	3,912	+16.4%	Shares	Sole	2025-10-20
2025-06-30	$271,514	3,362	-82.6%	Shares	Sole	2025-07-11
2025-03-31	$1,569,733	19,270	+0.1%	Shares	Sole	2025-04-24
2024-12-31	$1,406,118	19,254	+442.5%	Shares	Sole	2025-01-07
2024-09-30	$210,952	3,549	-67.8%	Shares	Sole	2024-10-07
2023-12-31	$498,731	11,029	-2.7%	Shares	Sole	2024-01-08
2023-09-30	$557,568	11,335	-19.5%	Shares	Sole	2023-11-17
2023-06-30	$671,377	14,075	+4.1%	Shares	Sole	2023-07-18
2023-03-31	$535,127	13,527	+58.9%	Shares	Sole	2023-04-07
2022-12-31	$349,247	8,512	-22.1%	Shares	Sole	2023-01-17
2022-09-30	$423,890	10,925	+76.9%	Shares	Sole	2022-10-14
2022-06-30	$210,073	6,175	—	Shares	Sole	2022-07-12
No filing history on record for this holder in this stock.