Position in UNM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,052,086
+$5,383,135 QoQ
Shares Held
269,039
+5.2% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#76
of 755 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $146,517,604 across 12 Insurance - Life names. UNM ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
616,516 | $72,286,501 | |
| 2 | MET |
Metlife Inc
|
348,732 | $29,506,214 | |
| 3 | UNM |
Unum Group
This page
|
269,039 | $24,052,086 | |
| 4 | PRU |
Prudential Financial Inc
|
62,463 | $6,741,631 | |
| 5 | GL |
Globe Life Inc.
|
23,399 | $4,180,933 | |
| 6 | LNC |
Lincoln National Corp
|
110,065 | $3,890,797 | |
| 7 | MFC |
Manulife Financial Corp
|
67,552 | $2,736,531 | |
| 8 | PRI |
Primerica, Inc.
|
4,417 | $1,255,311 |
All Filings in UNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,052,086 | 269,039 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $18,668,951 | 255,634 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,729,872 | 254,579 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,683,940 | 253,072 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $19,759,953 | 244,675 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $19,074,103 | 234,153 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,308,329 | 223,310 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,581,070 | 211,660 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,595,665 | 207,311 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $10,676,193 | 198,960 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,578,093 | 211,811 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,138,895 | 206,117 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $10,577,379 | 221,748 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $7,789,838 | 196,912 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,774,528 | 189,484 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $9,172,863 | 236,414 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $8,680,713 | 255,165 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $6,975,526 | 221,375 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,339,652 | 135,924 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,083,532 | 123,046 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,993,161 | 105,393 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,978,295 | 71,085 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $609,653 | 26,576 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $78,781 | 4,681 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $132,222 | 7,970 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $581,412 | 38,735 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||