Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,608,334
+$976,649 QoQ
Shares Held
29,176
+38.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#225
of 755 holders
Holding Since
Mar 2020
17 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, 2026Gotham Asset Management, LLC holds $211,425,966 across 10 Insurance - Life names. UNM ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
483,900 | $56,737,275 | |
| 2 | GL |
Globe Life Inc.
|
253,272 | $45,254,640 | |
| 3 | PRU |
Prudential Financial Inc
|
348,084 | $37,568,706 | |
| 4 | LNC |
Lincoln National Corp
|
707,709 | $25,017,513 | |
| 5 | PRI |
Primerica, Inc.
|
60,658 | $17,239,003 | |
| 6 | MET |
Metlife Inc
|
175,789 | $14,873,507 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
159,729 | $10,110,845 | |
| 8 | UNM |
Unum Group
This page
|
29,176 | $2,608,334 |
All Filings in UNM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,608,334 | 29,176 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $1,631,685 | 21,054 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,997,763 | 128,539 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,233,753 | 89,571 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,142,808 | 38,581 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,560,943 | 21,374 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,141,485 | 19,204 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,015,197 | 19,863 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $648,964 | 12,094 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $409,919 | 9,065 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $775,332 | 15,762 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $700,951 | 14,695 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $479,625 | 12,124 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $492,688 | 12,008 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $548,088 | 14,126 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $316,181 | 9,294 | Shares | Sole | 2022-08-15 | |
| 2020-03-31 | $295,892 | 19,713 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||