Position in UNM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$988,317
+$60,033 QoQ
Shares Held
11,055
-13.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#324
of 754 holders
Holding Since
Sep 2020
11 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, 2026Prospera Financial Services Inc holds $14,504,405 across 8 Insurance - Life names. UNM ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
71,423 | $8,374,346 | |
| 2 | PRU |
Prudential Financial Inc
|
19,292 | $2,082,185 | |
| 3 | JXN |
Jackson Financial Inc.
|
9,898 | $1,013,456 | |
| 4 | UNM |
Unum Group
This page
|
11,055 | $988,317 | |
| 5 | MET |
Metlife Inc
|
9,341 | $790,342 | |
| 6 | LNC |
Lincoln National Corp
|
18,719 | $661,716 | |
| 7 | FG |
F&G Annuities & Life, Inc.
|
14,702 | $390,926 | |
| 8 | MFC |
Manulife Financial Corp
|
5,014 | $203,117 |
All Filings in UNM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $988,317 | 11,055 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $928,284 | 12,711 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,569,995 | 20,258 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,595,656 | 20,515 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,528,302 | 18,924 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $654,368 | 8,033 | Shares | Sole | 2025-05-15 | |
| 2023-03-31 | $1,542,681 | 38,996 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $1,715,464 | 44,213 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,533,791 | 45,085 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,884 | 155 | Shares | Sole | 2022-05-04 | |
| 2020-09-30 | $34,249 | 2,035 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||