OSAIC HOLDINGS, INC.

Position in UNM — Unum Group

CIK 1677044 SCOTTSDALE, AZ

Back to UNM Full portfolio

Position in UNM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,025,116

+$1,014,675 QoQ

Shares Held

33,838

+22.9% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#210

of 754 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Common Shares in UNM Over Time

Shares Held

Position Value (USD)

Position in Insurance - Life

Financial Services · as of Jun 30, 2026

OSAIC HOLDINGS, INC. holds $76,189,570 across 17 Insurance - Life names. UNM ranks #7 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	218,730	$25,646,090
2	PRU	Prudential Financial Inc	150,096	$16,199,859
3	MET	Metlife Inc	106,277	$8,992,095
4	LNC	Lincoln National Corp	227,292	$8,034,772
5	MFC	Manulife Financial Corp	155,540	$6,300,924
6	JXN	Jackson Financial Inc.	53,874	$5,516,158
7	UNM	Unum Group This page	33,838	$3,025,116
8	GL	Globe Life Inc.	5,392	$963,441

All Filings in UNM

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,025,116	33,838	+22.9%	Shares	Defined	2026-08-14
2026-03-31	$2,010,441	27,529	-10.5%	Shares	Sole	2026-05-15
2025-12-31	$2,384,209	30,764	-57.3%	Shares	Defined	2026-02-17
2025-09-30	$5,603,269	72,040	-12.3%	Shares	Defined	2025-11-14
2025-06-30	$6,631,202	82,110	+48.4%	Shares	Defined	2025-09-04
2025-03-31	$4,508,077	55,341	-23.8%	Shares	Defined	2025-05-12
2024-12-31	$5,304,240	72,631	-11.0%	Shares	Defined	2025-06-06
2024-09-30	$4,850,598	81,605	-20.9%	Shares	Defined	2024-11-13
2024-06-30	$5,274,549	103,200	-34.8%	Shares	Defined	2024-08-13
2024-03-31	$8,488,312	158,187	-40.9%	Shares	Defined	2024-05-10
2023-12-31	$12,094,040	267,449	-31.3%	Shares	Defined	2024-02-12
2023-09-30	$19,145,775	389,221	+75.3%	Shares	Defined	2023-11-13
2023-06-30	$10,591,496	222,044	+8.3%	Shares	Sole	2023-08-21
2023-03-31	$8,107,385	204,939	-3.7%	Shares	Defined	2023-05-12
2022-12-31	$8,733,065	212,846	-11.5%	Shares	Defined	2023-02-10
2022-09-30	$9,333,143	240,545	+0.5%	Shares	Defined	2022-11-14
2022-06-30	$8,145,949	239,446	+2.5%	Shares	Defined	2022-08-10
2022-03-31	$7,357,487	233,497	+7.9%	Shares	Defined	2022-05-04
2021-12-31	$5,318,272	216,454	+10.1%	Shares	Defined	2022-02-03
2021-09-30	$4,925,062	196,531	+31.1%	Shares	Defined	2021-11-05
2021-06-30	$4,255,993	149,859	-0.8%	Shares	Defined	2021-08-02
2021-03-31	$4,205,555	151,116	+3.0%	Shares	Defined	2021-05-13
2020-12-31	$3,364,834	146,680	-12.1%	Shares	Defined	2021-02-10
2020-09-30	$2,808,486	166,874	+20.8%	Shares	Defined	2020-11-12
2020-06-30	$2,292,286	138,173	+568.7%	Shares	Defined	2020-08-14
2020-03-31	$292,128	20,662	—	Shares	Defined	2020-05-18
No filing history on record for this holder in this stock.