Position in UNM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,245,287
+$6,973,837 QoQ
Shares Held
204,086
+32.2% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#90
of 754 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Creative Planning holds $154,007,713 across 15 Insurance - Life names. UNM ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
305,002 | $35,761,483 | |
| 2 | MET |
Metlife Inc
|
319,242 | $27,011,065 | |
| 3 | MFC |
Manulife Financial Corp
|
582,389 | $23,592,577 | |
| 4 | UNM |
Unum Group
This page
|
204,086 | $18,245,287 | |
| 5 | GL |
Globe Life Inc.
|
83,207 | $14,867,426 | |
| 6 | PRU |
Prudential Financial Inc
|
115,560 | $12,472,390 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
128,709 | $6,561,584 | |
| 8 | PUK |
Prudential PLC
|
209,476 | $5,616,051 |
All Filings in UNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,245,287 | 204,086 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,271,450 | 154,340 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $8,076,507 | 104,213 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,988,066 | 89,844 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,911,601 | 85,582 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,999,287 | 85,923 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,200,173 | 84,899 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,046,812 | 84,906 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,366,940 | 85,442 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $4,595,764 | 85,646 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,997,085 | 88,392 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,483,470 | 91,146 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $4,166,690 | 87,352 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $3,398,401 | 85,905 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,319,901 | 80,914 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,677,006 | 68,995 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,900,731 | 55,871 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,407,268 | 44,661 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $989,556 | 40,275 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,961,170 | 78,259 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,795,731 | 63,230 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $750,352 | 26,962 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $588,456 | 25,652 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $408,312 | 24,261 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $315,541 | 19,020 | 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. | ||||||