Position in UNM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,342,429
+$813,620 QoQ
Shares Held
15,016
+107.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#290
of 754 holders
Holding Since
Dec 2021
19 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, 2026Baird Financial Group, Inc. holds $63,714,655 across 9 Insurance - Life names. UNM ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
341,431 | $40,032,782 | |
| 2 | MET |
Metlife Inc
|
171,140 | $14,480,154 | |
| 3 | MFC |
Manulife Financial Corp
|
83,815 | $3,395,345 | |
| 4 | PRU |
Prudential Financial Inc
|
25,137 | $2,713,035 | |
| 5 | UNM |
Unum Group
This page
|
15,016 | $1,342,429 | |
| 6 | JXN |
Jackson Financial Inc.
|
6,553 | $670,960 | |
| 7 | GL |
Globe Life Inc.
|
3,326 | $594,289 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
5,088 | $259,386 |
All Filings in UNM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,342,429 | 15,016 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $528,809 | 7,241 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $561,177 | 7,241 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $559,704 | 7,196 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $641,153 | 7,939 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $510,997 | 6,273 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $523,551 | 7,169 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $217,728 | 3,663 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $414,961 | 8,119 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $435,665 | 8,119 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $415,390 | 9,186 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $602,527 | 12,249 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $522,123 | 10,946 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $421,629 | 10,658 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $448,744 | 10,937 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $421,988 | 10,876 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $347,683 | 10,220 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $313,524 | 9,950 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $248,132 | 10,099 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||