Position in UNM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,348,206
-$197,711 QoQ
Shares Held
59,540
+1.5% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026Cetera Investment Advisers holds $106,531,154 across 12 Insurance - Life names. UNM ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
348,220 | $38,203,216 | |
| 2 | PRU |
Prudential Financial Inc
|
225,939 | $22,071,980 | |
| 3 | MET |
Metlife Inc
|
268,492 | $18,987,754 | |
| 4 | JXN |
Jackson Financial Inc.
|
82,420 | $8,713,442 | |
| 5 | MFC |
Manulife Financial Corp
|
211,074 | $7,269,388 | |
| 6 | UNM |
Unum Group
This page
|
59,540 | $4,348,206 | |
| 7 | LNC |
Lincoln National Corp
|
86,909 | $3,085,269 | |
| 8 | GL |
Globe Life Inc.
|
9,763 | $1,358,716 |
All Filings in UNM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,348,206 | 59,540 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,545,917 | 58,657 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,930,163 | 63,386 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,811,570 | 71,961 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,090,842 | 62,495 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,699,700 | 36,967 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,072,197 | 34,862 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,846,706 | 36,132 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,770,189 | 32,989 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $1,113,768 | 24,630 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,471,322 | 29,911 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,185,631 | 24,856 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $702,348 | 17,754 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $634,528 | 15,465 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $338,374 | 8,721 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $289,476 | 8,509 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||