Position in UNM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$684,893
+$178,357 QoQ
Shares Held
7,661
+10.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#374
of 755 holders
Holding Since
Mar 2020
10 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, 2026Atria Investments, Inc holds $15,663,365 across 11 Insurance - Life names. UNM ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
40,698 | $3,443,457 | |
| 2 | PRU |
Prudential Financial Inc
|
31,002 | $3,346,045 | |
| 3 | PRI |
Primerica, Inc.
|
8,975 | $2,550,695 | |
| 4 | MFC |
Manulife Financial Corp
|
57,946 | $2,347,392 | |
| 5 | PUK |
Prudential PLC
|
35,433 | $949,958 | |
| 6 | JXN |
Jackson Financial Inc.
|
8,545 | $874,922 | |
| 7 | AFL |
Aflac Inc
|
6,075 | $712,293 | |
| 8 | UNM |
Unum Group
This page
|
7,661 | $684,893 |
All Filings in UNM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,893 | 7,661 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $506,536 | 6,936 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $427,645 | 5,518 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $451,046 | 5,799 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,083,718 | 13,419 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $384,654 | 4,722 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $362,155 | 4,959 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $296,783 | 4,993 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $263,932 | 5,164 | Shares | Sole | 2024-08-13 | |
| 2020-03-31 | $181,125 | 12,067 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||