Position in UNM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$355,901
+$65,242 QoQ
Shares Held
3,981
+0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#463
of 754 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026MATHER GROUP, LLC. holds $18,348,097 across 11 Insurance - Life names. UNM ranks #4 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
142,605 | $16,720,436 | |
| 2 | MET |
Metlife Inc
|
7,034 | $595,146 | |
| 3 | PRU |
Prudential Financial Inc
|
4,012 | $433,015 | |
| 4 | UNM |
Unum Group
This page
|
3,981 | $355,901 | |
| 5 | GL |
Globe Life Inc.
|
706 | $126,148 | |
| 6 | MFC |
Manulife Financial Corp
|
1,368 | $55,417 | |
| 7 | LNC |
Lincoln National Corp
|
721 | $25,487 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
367 | $18,709 |
All Filings in UNM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,901 | 3,981 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $290,659 | 3,980 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $314,650 | 4,060 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $315,709 | 4,059 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $327,804 | 4,059 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $384,572 | 4,721 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $365,515 | 5,005 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $297,437 | 5,004 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $256,214 | 5,013 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $268,997 | 5,013 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $227,366 | 5,028 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $260,756 | 5,301 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $251,235 | 5,267 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||