Edgestream Partners, L.P.

Position in UNM — Unum Group

CIK 1535061 Princeton, NJ

Position in UNM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,688,615

-$377,599 QoQ

Shares Held

30,074

-20.8% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#222

of 754 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Edgestream Partners, L.P. holds $7,147,840 across 8 Insurance - Life names. UNM ranks #1 (37.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNM	Unum Group This page	30,074	$2,688,615
2	AFL	Aflac Inc	6,734	$789,561
3	PRI	Primerica, Inc.	2,764	$785,528
4	PRU	Prudential Financial Inc	6,752	$728,743
5	MET	Metlife Inc	7,062	$597,515
6	JXN	Jackson Financial Inc.	5,462	$559,254
7	GL	Globe Life Inc.	2,970	$530,679
8	CNO	CNO Financial Group, Inc.	9,179	$467,945

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,688,615	30,074	-20.8%	Shares	Sole	2026-08-11
2025-06-30	$3,066,214	37,967	+8.6%	Shares	Sole	2025-08-13
2025-03-31	$2,847,434	34,955	-73.5%	Shares	Sole	2025-05-02
2024-12-31	$9,636,162	131,948	+2792.3%	Shares	Sole	2025-02-07
2024-06-30	$233,163	4,562	-95.5%	Shares	Sole	2024-08-09
2024-03-31	$5,496,876	102,439	+990.0%	Shares	Sole	2024-05-10
2023-06-30	$448,284	9,398	-57.6%	Shares	Sole	2023-08-10
2023-03-31	$877,678	22,186	-67.5%	Shares	Sole	2023-05-15
2022-12-31	$2,800,666	68,259	-61.9%	Shares	Sole	2023-02-13
2022-09-30	$6,944,191	178,974	+145.9%	Shares	Sole	2022-11-14
2022-06-30	$2,475,805	72,775	+592.4%	Shares	Sole	2022-08-12
2022-03-31	$331,201	10,511	-51.1%	Shares	Sole	2022-05-13
2020-09-30	$361,962	21,507	-85.7%	Shares	Sole	2020-11-10
2020-06-30	$2,488,931	150,026	+125.8%	Shares	Sole	2020-08-11
2020-03-31	$997,369	66,447	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.