Position in UNM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,462,909
+$3,443,045 QoQ
Shares Held
38,735
+14140.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#193
of 754 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,847,883 across 10 Insurance - Life names. UNM ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
70,310 | $5,948,929 | |
| 2 | UNM |
Unum Group
This page
|
38,735 | $3,462,909 | |
| 3 | MFC |
Manulife Financial Corp
|
23,863 | $966,690 | |
| 4 | PRI |
Primerica, Inc.
|
629 | $178,761 | |
| 5 | AFL |
Aflac Inc
|
1,400 | $164,150 | |
| 6 | PRU |
Prudential Financial Inc
|
631 | $68,103 | |
| 7 | GL |
Globe Life Inc.
|
163 | $29,124 | |
| 8 | PUK |
Prudential PLC
|
955 | $25,603 |
All Filings in UNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,462,909 | 38,735 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $19,864 | 272 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $21,622 | 279 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $25,200 | 324 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $26,166 | 324 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $26,393 | 324 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $23,150 | 317 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $18,842 | 317 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $16,201 | 317 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $17,010 | 317 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $15,148 | 335 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $17,462 | 355 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $17,744 | 372 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $15,982 | 404 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $16,576 | 404 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $17,033 | 439 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $15,172 | 446 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $23,380 | 742 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $28,550 | 1,162 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $42,401 | 1,692 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $58,191 | 2,049 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $56,494 | 2,030 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $39,227 | 1,710 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $30,361 | 1,804 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $28,567 | 1,722 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $20,188 | 1,345 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||