Heritage Wealth Advisors

Position in UNM — Unum Group

CIK 1591122 RICHMOND, VA

Position in UNM

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

Position Value

$7,420

+$1,359 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#680

of 754 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Heritage Wealth Advisors holds $213,908 across 6 Insurance - Life names. UNM ranks #5 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GNW	Genworth Financial Inc	11,480	$108,715
2	PRU	Prudential Financial Inc	437	$47,165
3	MFC	Manulife Financial Corp	838	$33,947
4	MET	Metlife Inc	196	$16,583
5	UNM	Unum Group This page	83	$7,420
6	SFGYY	Sony Financial Group Inc./ADR	18	$78

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,420	83	0.0%	Shares	Sole	2026-08-14
2026-03-31	$6,061	83	-78.6%	Shares	Sole	2026-05-14
2025-12-31	$29,992	387	0.0%	Shares	Sole	2026-02-13
2025-09-30	$30,100	387	0.0%	Shares	Sole	2025-11-13
2025-06-30	$31,254	387	0.0%	Shares	Sole	2025-08-11
2025-03-31	$31,525	387	-4.4%	Shares	Sole	2025-05-08
2024-12-31	$29,577	405	+4.7%	Shares	Sole	2025-02-12
2024-09-30	$23,003	387	+27.3%	Shares	Sole	2024-11-12
2024-06-30	$15,537	304	0.0%	Shares	Sole	2024-12-12
2024-03-31	$16,312	304	0.0%	Shares	Sole	2024-12-12
2023-12-31	$13,746	304	0.0%	Shares	Sole	2024-12-12
2023-09-30	$14,953	304	0.0%	Shares	Sole	2024-12-12
2023-06-30	$14,500	304	0.0%	Shares	Sole	2024-12-12
2023-03-31	$12,026	304	0.0%	Shares	Sole	2023-05-04
2022-12-31	$12,473	304	0.0%	Shares	Sole	2024-12-12
2022-09-30	$11,795	304	0.0%	Shares	Sole	2024-12-12
2022-06-30	$10,342	304	0.0%	Shares	Sole	2022-08-04
2022-03-31	$9,579	304	0.0%	Shares	Sole	2022-05-11
2021-12-31	$7,469	304	0.0%	Shares	Sole	2022-03-28
2021-09-30	$7,618	304	0.0%	Shares	Sole	2021-11-02
2021-06-30	$8,633	304	0.0%	Shares	Sole	2021-08-09
2021-03-31	$8,460	304	0.0%	Shares	Sole	2021-04-27
2020-12-31	$6,973	304	0.0%	Shares	Sole	2021-02-01
2020-09-30	$5,116	304	0.0%	Shares	Sole	2020-11-03
2020-06-30	$5,043	304	0.0%	Shares	Sole	2020-07-17
2020-03-31	$4,563	304	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.