Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in UNM — Unum Group
CIK 1510434
Seattle, WA
Position in UNM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,499,953
+$434,520 QoQ
Shares Held
16,778
+15.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#280
of 754 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $6,531,502 across 9 Insurance - Life names. UNM ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
14,855 | $1,741,748 | |
| 2 | UNM |
Unum Group
This page
|
16,778 | $1,499,953 | |
| 3 | MET |
Metlife Inc
|
8,250 | $698,031 | |
| 4 | MFC |
Manulife Financial Corp
|
16,665 | $675,098 | |
| 5 | PRU |
Prudential Financial Inc
|
6,079 | $656,105 | |
| 6 | PUK |
Prudential PLC
|
18,353 | $492,043 | |
| 7 | PRI |
Primerica, Inc.
|
1,218 | $346,154 | |
| 8 | JXN |
Jackson Financial Inc.
|
2,151 | $220,240 |
All Filings in UNM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,499,953 | 16,778 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $1,065,433 | 14,589 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $782,129 | 10,092 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $375,910 | 4,833 | Shares | Other | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||