Position in UNM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,820,720
+$250,356 QoQ
Shares Held
20,366
-5.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#256
of 751 holders
Holding Since
Dec 2020
23 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, 2026XPONANCE LLC holds $43,867,416 across 12 Insurance - Life names. UNM ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
215,705 | $18,250,800 | |
| 2 | AFL |
Aflac Inc
|
91,224 | $10,696,014 | |
| 3 | PRU |
Prudential Financial Inc
|
66,282 | $7,153,816 | |
| 4 | GL |
Globe Life Inc.
|
10,631 | $1,899,547 | |
| 5 | UNM |
Unum Group
This page
|
20,366 | $1,820,720 | |
| 6 | PRI |
Primerica, Inc.
|
3,796 | $1,078,823 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
13,852 | $706,174 | |
| 8 | JXN |
Jackson Financial Inc.
|
6,545 | $670,142 |
All Filings in UNM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,820,720 | 20,366 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,570,364 | 21,503 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,311,687 | 16,925 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,539,499 | 19,793 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,643,466 | 20,350 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,707,808 | 20,965 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,649,820 | 22,591 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,242,890 | 20,910 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,102,902 | 21,579 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,378,096 | 25,682 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,047,928 | 23,174 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,136,141 | 23,097 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,101,870 | 23,100 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $997,782 | 25,222 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,032,437 | 25,163 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $874,513 | 22,539 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $813,758 | 23,920 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $707,273 | 22,446 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $567,493 | 23,097 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $583,998 | 23,304 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $331,910 | 11,687 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $238,809 | 8,581 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $200,243 | 8,729 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||