Position in UNM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,044,907
+$418,237 QoQ
Shares Held
11,688
+36.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#318
of 754 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Derivatives in UNM
reported options exposure · as of Sep 30, 2023CallValue
$33,891
CallShares
68,900
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Private Advisor Group, LLC holds $15,493,925 across 8 Insurance - Life names. UNM ranks #7 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
46,430 | $5,011,189 | |
| 2 | AFL |
Aflac Inc
|
28,778 | $3,374,220 | |
| 3 | MET |
Metlife Inc
|
24,387 | $2,063,384 | |
| 4 | LNC |
Lincoln National Corp
|
39,250 | $1,387,487 | |
| 5 | MFC |
Manulife Financial Corp
|
30,500 | $1,235,555 | |
| 6 | JXN |
Jackson Financial Inc.
|
12,045 | $1,233,287 | |
| 7 | UNM |
Unum Group
This page
|
11,688 | $1,044,907 | |
| 8 | GNW |
Genworth Financial Inc
|
15,195 | $143,896 |
All Filings in UNM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,044,907 | 11,688 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $626,670 | 8,581 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $687,270 | 8,868 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $770,333 | 9,904 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,664,595 | 32,994 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,510,678 | 30,821 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,088,584 | 28,599 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,727,861 | 29,069 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,506,773 | 29,481 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,558,501 | 29,044 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,619,825 | 35,821 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $33,891 | 68,900 | Call | Sole | 2023-11-03 | |
| 2023-09-30 | $1,745,802 | 35,491 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,782,358 | 37,366 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,279,607 | 32,346 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,361,498 | 33,183 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $294,026 | 7,578 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $223,647 | 6,574 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $229,802 | 7,293 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $588,672 | 23,959 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $562,145 | 22,432 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $244,779 | 8,619 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $262,130 | 9,419 | Shares | Sole | 2021-04-22 | |
| 2020-06-30 | $89,984 | 5,424 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||