Position in UNM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,363,762
-$981,155 QoQ
Shares Held
18,674
-38.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026CWM, LLC holds $23,849,778 across 17 Insurance - Life names. UNM ranks #8 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
|
41,015 | $5,708,057 | |
| 2 | PRU |
Prudential Financial Inc
|
37,400 | $3,653,606 | |
| 3 | AFL |
Aflac Inc
|
30,336 | $3,328,162 | |
| 4 | MET |
Metlife Inc
|
45,282 | $3,202,343 | |
| 5 | MFC |
Manulife Financial Corp
|
56,609 | $1,949,613 | |
| 6 | BHF |
Brighthouse Financial, Inc.
|
23,614 | $1,414,006 | |
| 7 | JXN |
Jackson Financial Inc.
|
13,111 | $1,386,094 | |
| 8 | UNM |
Unum Group
This page
|
18,674 | $1,363,762 |
All Filings in UNM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,363,762 | 18,674 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,344,917 | 30,257 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,335,050 | 42,878 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,166,335 | 14,442 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,157,465 | 14,209 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,023,150 | 14,010 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $849,754 | 14,296 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $526,688 | 10,305 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $413,182 | 7,700 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $209,866 | 4,641 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $225,880 | 4,592 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $132,510 | 2,778 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $172,798 | 4,368 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $171,382 | 4,177 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $162,921 | 4,199 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $130,432 | 3,834 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $185,656 | 5,892 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $39,483 | 1,607 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $32,432 | 1,142 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $31,781 | 1,142 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $26,197 | 1,142 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $19,219 | 1,142 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $18,945 | 1,142 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $17,141 | 1,142 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||