Position in UNM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$499,567
+$197,735 QoQ
Shares Held
5,588
+35.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#414
of 754 holders
Holding Since
Sep 2021
20 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, 2026Allworth Financial LP holds $9,006,706 across 15 Insurance - Life names. UNM ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
33,858 | $3,969,850 | |
| 2 | PRU |
Prudential Financial Inc
|
19,689 | $2,125,033 | |
| 3 | MET |
Metlife Inc
|
15,836 | $1,339,883 | |
| 4 | MFC |
Manulife Financial Corp
|
12,501 | $506,415 | |
| 5 | UNM |
Unum Group
This page
|
5,588 | $499,567 | |
| 6 | LNC |
Lincoln National Corp
|
6,771 | $239,354 | |
| 7 | PRI |
Primerica, Inc.
|
401 | $113,964 | |
| 8 | JXN |
Jackson Financial Inc.
|
573 | $58,669 |
All Filings in UNM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $499,567 | 5,588 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $301,832 | 4,133 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $387,190 | 4,996 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $391,622 | 5,035 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $367,458 | 4,550 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $181,492 | 2,228 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $162,126 | 2,220 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $130,708 | 2,199 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $158,287 | 3,097 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $165,004 | 3,075 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $127,610 | 2,822 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $121,499 | 2,470 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $117,151 | 2,456 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $73,581 | 1,860 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $25,643 | 625 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $32,708 | 843 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,397 | 482 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $3,403 | 108 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $565 | 23 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $200 | 8 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||