Position in UNM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,161,541
+$551,084 QoQ
Shares Held
35,364
-1.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#204
of 754 holders
Holding Since
Mar 2025
6 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, 2026Sequoia Financial Advisors, LLC holds $21,490,146 across 12 Insurance - Life names. UNM ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
|
29,470 | $5,265,699 | |
| 2 | UNM |
Unum Group
This page
|
35,364 | $3,161,541 | |
| 3 | AFL |
Aflac Inc
|
26,245 | $3,077,226 | |
| 4 | MFC |
Manulife Financial Corp
|
66,838 | $2,707,607 | |
| 5 | PRU |
Prudential Financial Inc
|
25,053 | $2,703,970 | |
| 6 | MET |
Metlife Inc
|
26,574 | $2,248,426 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
18,699 | $953,275 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
7,241 | $458,355 |
All Filings in UNM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,161,541 | 35,364 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,610,457 | 35,745 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,269,897 | 29,289 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,977,089 | 25,419 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $246,802 | 3,056 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $216,276 | 2,655 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||