Position in UNM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$26,104
+$5,437 QoQ
Shares Held
292
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#643
of 754 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $331,564 across 14 Insurance - Life names. UNM ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
771 | $83,214 | |
| 2 | MFC |
Manulife Financial Corp
|
1,331 | $53,918 | |
| 3 | MET |
Metlife Inc
|
518 | $43,827 | |
| 4 | AFL |
Aflac Inc
|
368 | $43,148 | |
| 5 | UNM |
Unum Group
This page
|
292 | $26,104 | |
| 6 | GL |
Globe Life Inc.
|
111 | $19,833 | |
| 7 | PRI |
Primerica, Inc.
|
44 | $12,504 | |
| 8 | FG |
F&G Annuities & Life, Inc.
|
410 | $10,901 |
All Filings in UNM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,104 | 292 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $20,667 | 283 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $21,390 | 276 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $16,722 | 215 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $17,363 | 215 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $17,513 | 215 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $16,796 | 230 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $13,671 | 230 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $11,448 | 224 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $12,180 | 227 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $10,264 | 227 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $10,280 | 209 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $9,969 | 209 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $8,268 | 209 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $8,862 | 216 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,380 | 216 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $7,280 | 214 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,545 | 176 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,621 | 66 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||