Position in UNM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$155,645
-$89,516 QoQ
Shares Held
1,741
-48.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#586
of 754 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $2,990,107 across 17 Insurance - Life names. UNM ranks #8 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
9,669 | $818,094 | |
| 2 | PRU |
Prudential Financial Inc
|
3,832 | $413,587 | |
| 3 | AFL |
Aflac Inc
|
3,084 | $361,599 | |
| 4 | GL |
Globe Life Inc.
|
1,601 | $286,066 | |
| 5 | PRI |
Primerica, Inc.
|
938 | $266,579 | |
| 6 | JXN |
Jackson Financial Inc.
|
1,935 | $198,124 | |
| 7 | LNC |
Lincoln National Corp
|
5,013 | $177,209 | |
| 8 | UNM |
Unum Group
This page
|
1,741 | $155,645 |
All Filings in UNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,645 | 1,741 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $245,161 | 3,357 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $472,362 | 6,095 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $525,870 | 6,761 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $103,776 | 1,285 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $98,648 | 1,211 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $90,119 | 1,234 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $144,320 | 2,428 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $145,050 | 2,838 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $155,023 | 2,889 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $199,374 | 4,409 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $239,702 | 4,873 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $248,898 | 5,218 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $118,917 | 3,006 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $133,388 | 3,251 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $151,087 | 3,894 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $51,438 | 1,512 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $6,459 | 205 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $2,407 | 98 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $122,493 | 4,888 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $116,014 | 4,085 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $35,566 | 1,278 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,041 | 89 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,497 | 89 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $580 | 35 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $5,358 | 357 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||