Position in UNM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$817,472
-$1,091,455 QoQ
Shares Held
9,144
-65.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#343
of 751 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Empowered Funds, LLC holds $27,864,661 across 12 Insurance - Life names. UNM ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
97,176 | $8,222,057 | |
| 2 | AFL |
Aflac Inc
|
52,111 | $6,110,011 | |
| 3 | PRU |
Prudential Financial Inc
|
41,927 | $4,525,176 | |
| 4 | GL |
Globe Life Inc.
|
23,134 | $4,133,582 | |
| 5 | CIA |
Citizens, Inc.
|
256,777 | $1,473,899 | |
| 6 | SNFCA |
Security National Financial Corp
|
102,568 | $946,560 | |
| 7 | UNM |
Unum Group
This page
|
9,144 | $817,472 | |
| 8 | JXN |
Jackson Financial Inc.
|
4,156 | $425,532 |
All Filings in UNM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $817,472 | 9,144 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $1,908,927 | 26,139 | Shares | Other | 2026-05-15 | |
| 2025-06-30 | $6,999,064 | 86,665 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $6,830,908 | 83,856 | Shares | Other | 2025-05-16 | |
| 2024-03-31 | $861,456 | 16,054 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $726,730 | 16,071 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $622,744 | 12,660 | Shares | Other | 2023-11-01 | |
| 2022-12-31 | $863,517 | 21,046 | Shares | Other | 2023-02-21 | |
| No filing history on record for this holder in this stock. | ||||||