Position in UNM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,760,822
+$661,940 QoQ
Shares Held
19,696
+30.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#266
of 754 holders
Holding Since
Mar 2022
16 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, 2026Caprock Group, LLC holds $13,039,482 across 10 Insurance - Life names. UNM ranks #4 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
22,334 | $2,618,661 | |
| 2 | MET |
Metlife Inc
|
30,882 | $2,612,926 | |
| 3 | MFC |
Manulife Financial Corp
|
48,585 | $1,968,178 | |
| 4 | UNM |
Unum Group
This page
|
19,696 | $1,760,822 | |
| 5 | PRI |
Primerica, Inc.
|
5,086 | $1,445,441 | |
| 6 | GL |
Globe Life Inc.
|
7,349 | $1,313,119 | |
| 7 | PUK |
Prudential PLC
|
18,947 | $507,969 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
7,247 | $369,452 |
All Filings in UNM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,760,822 | 19,696 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,098,882 | 15,047 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $806,232 | 10,403 | Shares | Sole | 2026-01-28 | |
| 2025-03-31 | $1,112,662 | 13,659 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $904,987 | 12,392 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $731,587 | 12,308 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $617,766 | 12,087 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $360,863 | 6,725 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $361,940 | 8,004 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $382,403 | 7,774 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $366,479 | 7,683 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $268,889 | 6,797 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $274,572 | 6,692 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $255,071 | 6,574 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $223,647 | 6,574 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $206,705 | 6,560 | Shares | Sole | 2022-04-12 | |
| No filing history on record for this holder in this stock. | ||||||