NAPLES GLOBAL ADVISORS, LLC

Position in UNM — Unum Group

CIK 1582151 NAPLES, FL

Position in UNM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$3,092,971

+$675,678 QoQ

Shares Held

34,597

+4.5% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#208

of 754 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NAPLES GLOBAL ADVISORS, LLC holds $13,392,351 across 6 Insurance - Life names. UNM ranks #2 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JXN	Jackson Financial Inc.	39,900	$4,085,361
2	UNM	Unum Group This page	34,597	$3,092,971
3	LNC	Lincoln National Corp	63,156	$2,232,564
4	PRU	Prudential Financial Inc	17,937	$1,935,940
5	AFL	Aflac Inc	15,361	$1,801,077
6	MET	Metlife Inc	2,889	$244,438

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,092,971	34,597	+4.5%	Shares	Sole	2026-07-23
2026-03-31	$2,417,293	33,100	+0.0%	Shares	Sole	2026-04-20
2025-12-31	$2,565,017	33,097	-0.1%	Shares	Sole	2026-02-04
2025-09-30	$2,577,784	33,142	-4.7%	Shares	Sole	2025-10-30
2025-06-30	$2,807,136	34,759	-2.2%	Shares	Sole	2025-07-18
2025-03-31	$2,894,029	35,527	-1.5%	Shares	Sole	2025-04-10
2024-12-31	$2,634,557	36,075	+0.6%	Shares	Sole	2025-01-29
2024-09-30	$2,132,231	35,872	-2.4%	Shares	Sole	2024-10-24
2024-06-30	$1,879,263	36,769	-3.7%	Shares	Sole	2024-07-18
2024-03-31	$2,047,987	38,166	+1.3%	Shares	Sole	2024-04-29
2023-12-31	$1,703,120	37,663	+0.9%	Shares	Sole	2024-01-11
2023-09-30	$1,836,410	37,333	-1.4%	Shares	Sole	2023-10-16
2023-06-30	$1,805,445	37,850	+1.2%	Shares	Sole	2023-07-17
2023-03-31	$1,479,148	37,390	-2.9%	Shares	Sole	2023-04-17
2022-12-31	$1,579,244	38,490	-8.3%	Shares	Sole	2023-04-17
2022-09-30	$1,629,406	41,995	-3.1%	Shares	Sole	2022-10-20
2022-06-30	$1,474,596	43,345	-0.7%	Shares	Sole	2022-08-11
2022-03-31	$1,375,253	43,645	+2.8%	Shares	Sole	2022-04-28
2021-12-31	$1,042,873	42,445	+12.2%	Shares	Sole	2022-02-04
2021-09-30	$948,395	37,845	+15.4%	Shares	Sole	2021-10-29
2021-06-30	$931,378	32,795	+18.0%	Shares	Sole	2021-08-06
2021-03-31	$773,534	27,795	+5.9%	Shares	Sole	2021-05-10
2020-12-31	$602,060	26,245	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.