Position in UNM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,147,115
+$1,850,249 QoQ
Shares Held
57,574
+27.5% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#173
of 754 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $119,588,049 across 12 Insurance - Life names. UNM ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
750,468 | $30,401,458 | |
| 2 | PRU |
Prudential Financial Inc
|
258,384 | $27,887,385 | |
| 3 | JXN |
Jackson Financial Inc.
|
159,019 | $16,281,955 | |
| 4 | LNC |
Lincoln National Corp
|
387,962 | $13,714,456 | |
| 5 | AFL |
Aflac Inc
|
104,679 | $12,273,612 | |
| 6 | MET |
Metlife Inc
|
116,987 | $9,898,270 | |
| 7 | UNM |
Unum Group
This page
|
57,574 | $5,147,115 | |
| 8 | PRI |
Primerica, Inc.
|
9,448 | $2,685,121 |
All Filings in UNM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,147,115 | 57,574 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,296,866 | 45,144 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,550,430 | 45,812 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,132,321 | 14,558 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $714,160 | 8,843 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $426,035 | 5,230 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $377,711 | 5,172 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $240,969 | 4,054 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||