Creative Planning

Position in UNM — Unum Group

CIK 1540235 OVERLAND PARK, KS

Position in UNM

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$11,271,450

+$3,194,943 QoQ

Shares Held

154,340

+48.1% QoQ

Ownership

0.097%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.46585460671245305.ToString("F0")% Shared 0.ToString("F0")% None 99.53414539328755.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $114,177,942 across 15 Insurance - Life names. UNM ranks #4 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	260,338	$28,561,681
2	MET	Metlife Inc	255,422	$18,063,443
3	MFC	Manulife Financial Corp	513,474	$17,684,044
4	UNM	Unum Group This page	154,340	$11,271,450
5	PRU	Prudential Financial Inc	103,522	$10,113,063
6	GL	Globe Life Inc.	63,368	$8,818,924
7	PUK	Prudential PLC	257,056	$7,308,102
8	CNO	CNO Financial Group, Inc.	116,771	$4,794,617

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,271,450	154,340	+48.1%	Shares	Defined	2026-05-12
2025-12-31	$8,076,507	104,213	+16.0%	Shares	Sole	2026-02-17
2025-09-30	$6,988,066	89,844	+5.0%	Shares	Defined	2025-11-14
2025-06-30	$6,911,601	85,582	-0.4%	Shares	Sole	2025-08-08
2025-03-31	$6,999,287	85,923	+1.2%	Shares	Sole	2025-05-15
2024-12-31	$6,200,173	84,899	-0.0%	Shares	Defined	2025-02-14
2024-09-30	$5,046,812	84,906	-0.6%	Shares	Defined	2024-10-11
2024-06-30	$4,366,940	85,442	-0.2%	Shares	Defined	2024-08-15
2024-03-31	$4,595,764	85,646	-3.1%	Shares	Defined	2024-05-13
2023-12-31	$3,997,085	88,392	-3.0%	Shares	Defined	2024-02-14
2023-09-30	$4,483,470	91,146	+4.3%	Shares	Sole	2023-11-16
2023-06-30	$4,166,690	87,352	+1.7%	Shares	Defined	2023-07-21
2023-03-31	$3,398,401	85,905	+6.2%	Shares	Sole	2023-05-15
2022-12-31	$3,319,901	80,914	+17.3%	Shares	Sole	2023-02-10
2022-09-30	$2,677,006	68,995	+23.5%	Shares	Sole	2022-11-03
2022-06-30	$1,900,731	55,871	+25.1%	Shares	Sole	2022-08-15
2022-03-31	$1,407,268	44,661	+10.9%	Shares	Sole	2022-05-16
2021-12-31	$989,556	40,275	-48.5%	Shares	Sole	2022-02-11
2021-09-30	$1,961,170	78,259	+23.8%	Shares	Sole	2021-11-10
2021-06-30	$1,795,731	63,230	+134.5%	Shares	Sole	2021-08-04
2021-03-31	$750,352	26,962	+5.1%	Shares	Sole	2021-04-30
2020-12-31	$588,456	25,652	+5.7%	Shares	Sole	2021-01-29
2020-09-30	$408,312	24,261	+27.6%	Shares	Sole	2020-11-05
2020-06-30	$315,541	19,020	+67.0%	Shares	Sole	2020-07-23
2020-03-31	$170,978	11,391	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.