Position in UNM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,883
+$1,260 QoQ
Shares Held
77
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#681
of 754 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $447,900 across 10 Insurance - Life names. UNM ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
2,295 | $269,088 | |
| 2 | MET |
Metlife Inc
|
1,111 | $94,001 | |
| 3 | LNC |
Lincoln National Corp
|
1,025 | $36,233 | |
| 4 | CNO |
CNO Financial Group, Inc.
|
207 | $10,552 | |
| 5 | PRI |
Primerica, Inc.
|
34 | $9,662 | |
| 6 | PRU |
Prudential Financial Inc
|
87 | $9,389 | |
| 7 | FG |
F&G Annuities & Life, Inc.
|
284 | $7,551 | |
| 8 | UNM |
Unum Group
This page
|
77 | $6,883 |
All Filings in UNM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,883 | 77 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,623 | 77 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,967 | 77 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,989 | 77 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $6,218 | 77 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $6,272 | 77 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $5,623 | 77 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,576 | 77 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,935 | 77 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,897 | 54 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2 | 54 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3 | 54 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3 | 54 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2 | 39 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3 | 65 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,552 | 40 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||