Position in UNM
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,893,156
-$171,659 QoQ
Shares Held
39,616
+0.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Anchor Investment Management, LLC holds $5,942,277 across 8 Insurance - Life names. UNM ranks #1 (48.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
This page
|
39,616 | $2,893,156 | |
| 2 | AFL |
Aflac Inc
|
19,574 | $2,147,463 | |
| 3 | MET |
Metlife Inc
|
5,836 | $412,721 | |
| 4 | MFC |
Manulife Financial Corp
|
6,900 | $237,636 | |
| 5 | PRU |
Prudential Financial Inc
|
1,643 | $160,504 | |
| 6 | LNC |
Lincoln National Corp
|
2,346 | $83,283 | |
| 7 | PRI |
Primerica, Inc.
|
25 | $6,262 | |
| 8 | GL |
Globe Life Inc.
|
9 | $1,252 |
All Filings in UNM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,893,156 | 39,616 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,064,815 | 39,546 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $3,074,876 | 39,533 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,192,685 | 39,533 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $4,024,368 | 49,403 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $3,607,901 | 49,403 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,936,514 | 49,403 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $2,524,987 | 49,403 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $2,650,964 | 49,403 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,234,003 | 49,403 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $2,430,133 | 49,403 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $2,356,523 | 49,403 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $1,954,382 | 49,403 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $2,027,005 | 49,403 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $1,916,836 | 49,403 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $1,680,690 | 49,403 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $1,556,688 | 49,403 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $1,213,831 | 49,403 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $1,267,359 | 50,573 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $1,517,355 | 53,428 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $1,374,885 | 49,403 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $1,133,304 | 49,403 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $809,977 | 48,127 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $798,426 | 48,127 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $722,386 | 48,127 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||