Position in UNM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,010,441
-$373,768 QoQ
Shares Held
27,529
-10.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 18.14086962839188.ToString("F0")%
Shared 0.ToString("F0")%
None 81.85913037160813.ToString("F0")%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $65,000,847 across 17 Insurance - Life names. UNM ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
219,835 | $24,118,095 | |
| 2 | PRU |
Prudential Financial Inc
|
140,199 | $13,696,038 | |
| 3 | MET |
Metlife Inc
|
98,642 | $6,975,960 | |
| 4 | LNC |
Lincoln National Corp
|
182,420 | $6,475,909 | |
| 5 | JXN |
Jackson Financial Inc.
|
50,640 | $5,353,659 | |
| 6 | MFC |
Manulife Financial Corp
|
131,076 | $4,514,255 | |
| 7 | UNM |
Unum Group
This page
|
27,529 | $2,010,441 | |
| 8 | PRI |
Primerica, Inc.
|
2,334 | $584,620 |
All Filings in UNM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,010,441 | 27,529 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,384,209 | 30,764 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,603,269 | 72,040 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,631,202 | 82,110 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $4,508,077 | 55,341 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $5,304,240 | 72,631 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $4,850,598 | 81,605 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $5,274,549 | 103,200 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $8,488,312 | 158,187 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $12,094,040 | 267,449 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $19,145,775 | 389,221 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,591,496 | 222,044 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $8,107,385 | 204,939 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,733,065 | 212,846 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $9,333,143 | 240,545 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,145,949 | 239,446 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $7,357,487 | 233,497 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $5,318,272 | 216,454 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $4,925,062 | 196,531 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $4,255,993 | 149,859 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $4,205,555 | 151,116 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,364,834 | 146,680 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $2,808,486 | 166,874 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,292,286 | 138,173 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $310,132 | 20,662 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||