Position in UNM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,809,480
+$1,461,274 QoQ
Shares Held
64,983
+9.1% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#165
of 754 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Cetera Investment Advisers holds $119,489,709 across 14 Insurance - Life names. UNM ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
360,828 | $42,307,083 | |
| 2 | MET |
Metlife Inc
|
271,542 | $22,975,168 | |
| 3 | PRU |
Prudential Financial Inc
|
204,666 | $22,089,601 | |
| 4 | MFC |
Manulife Financial Corp
|
216,916 | $8,787,267 | |
| 5 | JXN |
Jackson Financial Inc.
|
83,293 | $8,528,370 | |
| 6 | UNM |
Unum Group
This page
|
64,983 | $5,809,480 | |
| 7 | LNC |
Lincoln National Corp
|
98,944 | $3,497,670 | |
| 8 | GL |
Globe Life Inc.
|
9,783 | $1,748,026 |
All Filings in UNM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,809,480 | 64,983 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||