Position in UNM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,409,567
+$446,961 QoQ
Shares Held
15,767
+19.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#285
of 754 holders
Holding Since
Dec 2024
7 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, 2026Merit Financial Group, LLC holds $20,174,334 across 12 Insurance - Life names. UNM ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
64,802 | $7,598,031 | |
| 2 | MET |
Metlife Inc
|
32,493 | $2,749,228 | |
| 3 | PRU |
Prudential Financial Inc
|
23,228 | $2,506,994 | |
| 4 | GL |
Globe Life Inc.
|
9,829 | $1,756,243 | |
| 5 | MFC |
Manulife Financial Corp
|
38,801 | $1,571,826 | |
| 6 | UNM |
Unum Group
This page
|
15,767 | $1,409,567 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
12,887 | $656,978 | |
| 8 | JXN |
Jackson Financial Inc.
|
5,599 | $573,279 |
All Filings in UNM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,409,567 | 15,767 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $962,606 | 13,181 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,056,711 | 13,635 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,093,740 | 14,062 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $997,709 | 12,354 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $983,222 | 12,070 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $328,342 | 4,496 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||