Position in UNM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$556,962
+$144,708 QoQ
Shares Held
6,230
+10.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#398
of 754 holders
Holding Since
Jun 2022
17 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, 2026NewEdge Advisors, LLC holds $36,359,656 across 14 Insurance - Life names. UNM ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
146,345 | $17,158,951 | |
| 2 | PRU |
Prudential Financial Inc
|
79,213 | $8,549,459 | |
| 3 | MET |
Metlife Inc
|
74,002 | $6,261,309 | |
| 4 | LNC |
Lincoln National Corp
|
28,982 | $1,024,513 | |
| 5 | MFC |
Manulife Financial Corp
|
22,064 | $893,812 | |
| 6 | JXN |
Jackson Financial Inc.
|
6,753 | $691,439 | |
| 7 | UNM |
Unum Group
This page
|
6,230 | $556,962 | |
| 8 | PUK |
Prudential PLC
|
18,798 | $503,974 |
All Filings in UNM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,962 | 6,230 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $412,254 | 5,645 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $465,077 | 6,001 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $449,646 | 5,781 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $439,334 | 5,440 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $433,041 | 5,316 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $439,202 | 6,014 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $338,094 | 5,688 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $305,944 | 5,986 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $326,467 | 6,084 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $74,341 | 1,644 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,137,617 | 23,127 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $368,244 | 7,720 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $310,269 | 7,843 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $326,434 | 7,956 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $771,266 | 19,878 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $247,937 | 7,288 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||