Position in UNM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$357
+$138 QoQ
Shares Held
4
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#743
of 754 holders
Holding Since
Mar 2026
2 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $110,064 across 13 Insurance - Life names. UNM ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
584 | $63,031 | |
| 2 | MET |
Metlife Inc
|
198 | $16,752 | |
| 3 | AFL |
Aflac Inc
|
98 | $11,490 | |
| 4 | MFC |
Manulife Financial Corp
|
209 | $8,466 | |
| 5 | PUK |
Prudential PLC
|
240 | $6,434 | |
| 6 | GL |
Globe Life Inc.
|
13 | $2,322 | |
| 7 | LNC |
Lincoln National Corp
|
16 | $565 | |
| 8 | UNM |
Unum Group
This page
|
4 | $357 |
All Filings in UNM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357 | 4 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $219 | 3 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||