Position in UNM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$379,324
+$107,872 QoQ
Shares Held
4,243
+14.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#454
of 754 holders
Holding Since
Dec 2020
7 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $4,208,482 across 7 Insurance - Life names. UNM ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
8,997 | $1,054,898 | |
| 2 | PRU |
Prudential Financial Inc
|
7,842 | $846,387 | |
| 3 | MET |
Metlife Inc
|
9,796 | $828,839 | |
| 4 | GL |
Globe Life Inc.
|
2,816 | $503,162 | |
| 5 | UNM |
Unum Group
This page
|
4,243 | $379,324 | |
| 6 | MFC |
Manulife Financial Corp
|
7,521 | $304,675 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
5,712 | $291,197 |
All Filings in UNM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,324 | 4,243 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $271,452 | 3,717 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $376,495 | 4,858 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $352,732 | 4,535 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $241,230 | 2,987 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $227,191 | 2,789 | Shares | Sole | 2025-04-23 | |
| 2020-12-31 | $37,552 | 1,637 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||