Waverly Advisors, LLC

Position in UNM — Unum Group

CIK 1568787 BIRMINGHAM, AL

Position in UNM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$353,308

New position

Shares Held

3,952

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#468

of 754 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waverly Advisors, LLC holds $13,948,069 across 6 Insurance - Life names. UNM ranks #6 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	62,853	$5,317,992
2	MFC	Manulife Financial Corp	93,071	$3,770,306
3	AFL	Aflac Inc	19,213	$2,252,724
4	GL	Globe Life Inc.	8,028	$1,434,443
5	PRU	Prudential Financial Inc	7,591	$819,296
6	UNM	Unum Group This page	3,952	$353,308

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$353,308	3,952	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.