Position in UNM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,154,243
+$410,579 QoQ
Shares Held
12,911
+26.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#304
of 754 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Lido Advisors, LLC holds $25,418,683 across 12 Insurance - Life names. UNM ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
67,363 | $7,898,311 | |
| 2 | MET |
Metlife Inc
|
61,560 | $5,208,591 | |
| 3 | GL |
Globe Life Inc.
|
23,589 | $4,214,882 | |
| 4 | PRU |
Prudential Financial Inc
|
33,584 | $3,624,720 | |
| 5 | MFC |
Manulife Financial Corp
|
43,602 | $1,766,316 | |
| 6 | UNM |
Unum Group
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|
12,911 | $1,154,243 | |
| 7 | PRI |
Primerica, Inc.
|
1,102 | $313,188 | |
| 8 | GNW |
Genworth Financial Inc
|
31,284 | $296,258 |
All Filings in UNM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,154,243 | 12,911 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $743,664 | 10,183 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $423,072 | 5,459 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $417,989 | 5,374 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $465,742 | 5,767 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $476,296 | 5,847 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $387,862 | 5,311 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $315,626 | 5,310 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $271,547 | 5,313 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $207,610 | 3,869 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||