Position in UNM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,404,563
+$577,061 QoQ
Shares Held
15,711
+38.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#286
of 754 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $5,679,249 across 7 Insurance - Life names. UNM ranks #1 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
This page
|
15,711 | $1,404,563 | |
| 2 | MET |
Metlife Inc
|
12,721 | $1,076,323 | |
| 3 | PRU |
Prudential Financial Inc
|
8,022 | $865,814 | |
| 4 | GL |
Globe Life Inc.
|
4,732 | $845,513 | |
| 5 | AFL |
Aflac Inc
|
4,645 | $544,626 | |
| 6 | PRI |
Primerica, Inc.
|
1,728 | $491,097 | |
| 7 | LNC |
Lincoln National Corp
|
12,767 | $451,313 |
All Filings in UNM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,404,563 | 15,711 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $827,502 | 11,331 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $856,530 | 11,052 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $780,366 | 10,033 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $493,443 | 6,110 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $470,838 | 5,780 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $393,266 | 5,385 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $293,693 | 4,941 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $204,491 | 4,001 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||