Position in UNM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$263,551
+$31,024 QoQ
Shares Held
2,948
-7.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#520
of 754 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Horizon Investments, LLC holds $12,031,889 across 9 Insurance - Life names. UNM ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
37,450 | $3,168,644 | |
| 2 | CNO |
CNO Financial Group, Inc.
|
59,322 | $3,024,235 | |
| 3 | GL |
Globe Life Inc.
|
11,549 | $2,063,575 | |
| 4 | AFL |
Aflac Inc
|
16,689 | $1,956,785 | |
| 5 | PRU |
Prudential Financial Inc
|
12,083 | $1,304,118 | |
| 6 | UNM |
Unum Group
This page
|
2,948 | $263,551 | |
| 7 | JXN |
Jackson Financial Inc.
|
2,154 | $220,548 | |
| 8 | PUK |
Prudential PLC
|
1,122 | $30,080 |
All Filings in UNM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,551 | 2,948 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $232,527 | 3,184 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $268,460 | 3,464 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,866,634 | 75,426 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,351,259 | 91,026 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,345 | 127 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,252 | 113 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,597 | 111 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,839 | 36 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,931 | 36 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $639 | 13 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $620 | 13 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $514 | 13 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 | $223,185 | 7,083 | Shares | Sole | 2022-05-16 | |
| 2020-12-31 | $426,844 | 18,607 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||