Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,998,494
+$3,287,185 QoQ
Shares Held
111,840
+21.7% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#119
of 751 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 15%
Shared 28%
None 58%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $111,181,571 across 13 Insurance - Life names. UNM ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
313,669 | $36,777,689 | |
| 2 | PRU |
Prudential Financial Inc
|
177,063 | $19,110,408 | |
| 3 | GL |
Globe Life Inc.
|
78,116 | $13,957,766 | |
| 4 | MET |
Metlife Inc
|
163,620 | $13,843,887 | |
| 5 | UNM |
Unum Group
This page
|
111,840 | $9,998,494 | |
| 6 | MFC |
Manulife Financial Corp
|
162,703 | $6,591,097 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
59,505 | $3,033,564 | |
| 8 | LNC |
Lincoln National Corp
|
65,688 | $2,322,069 |
All Filings in UNM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,998,494 | 111,840 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,711,309 | 91,898 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,081,777 | 104,281 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $9,214,518 | 118,469 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,426,234 | 79,572 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,033,908 | 86,348 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $5,761,044 | 78,886 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,259,886 | 71,667 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,333,529 | 45,657 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,618,983 | 48,807 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $991,403 | 21,924 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $766,675 | 15,586 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,333,167 | 27,949 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $409,129 | 10,342 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $532,159 | 12,970 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $453,804 | 11,696 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $418,241 | 12,294 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $263,392 | 8,359 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||