Plancorp, LLC

Position in UNM — Unum Group

CIK 1599579 SAINT LOUIS, MO

Position in UNM

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

Position Value

$242,363

+$33,717 QoQ

Shares Held

2,711

-5.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#540

of 754 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Plancorp, LLC holds $690,449 across 3 Insurance - Life names. UNM ranks #1 (35.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNM	Unum Group This page	2,711	$242,363
2	PRU	Prudential Financial Inc	2,176	$234,855
3	LNC	Lincoln National Corp	6,032	$213,231

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,363	2,711	-5.1%	Shares	Sole	2026-07-14
2026-03-31	$208,646	2,857	-51.8%	Shares	Sole	2026-04-14
2025-12-31	$459,265	5,926	+0.1%	Shares	Sole	2026-02-05
2025-09-30	$460,613	5,922	-1.0%	Shares	Sole	2025-10-15
2025-06-30	$482,864	5,979	+1.2%	Shares	Sole	2025-07-16
2025-03-31	$481,428	5,910	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.