Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,769,762
+$324,061 QoQ
Shares Held
19,796
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
2.17%
of 13F equity value
Holder Rank
#265
of 754 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026NEW VERNON INVESTMENT MANAGEMENT LLC holds $4,000,877 across 2 Insurance - Life names. UNM ranks #2 (44.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNC |
Lincoln National Corp
|
63,115 | $2,231,115 | |
| 2 | UNM |
Unum Group
This page
|
19,796 | $1,769,762 |
All Filings in UNM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,769,762 | 19,796 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,445,701 | 19,796 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||