Patriot Financial Group Insurance Agency, LLC

Insurance

Position in UNM — Unum Group

CIK 1694883 Westborough, MA

Position in UNM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$411,955

-$258,606 QoQ

Shares Held

4,608

-49.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#443

of 754 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $3,116,345 across 6 Insurance - Life names. UNM ranks #3 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	13,684	$1,476,914
2	AFL	Aflac Inc	3,809	$446,605
3	UNM	Unum Group This page	4,608	$411,955
4	MET	Metlife Inc	3,399	$287,589
5	MFC	Manulife Financial Corp	6,500	$263,315
6	JXN	Jackson Financial Inc.	2,246	$229,967

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$411,955	4,608	-49.8%	Shares	Sole	2026-07-16
2026-03-31	$670,561	9,182	+101.7%	Shares	Sole	2026-04-22
2025-12-31	$352,780	4,552	-1.9%	Shares	Sole	2026-01-26
2025-09-30	$360,743	4,638	-1.7%	Shares	Sole	2025-10-08
2025-06-30	$381,025	4,718	+1.3%	Shares	Sole	2025-07-21
2025-03-31	$379,440	4,658	+0.4%	Shares	Sole	2025-04-14
2024-12-31	$338,932	4,641	-9.3%	Shares	Sole	2025-01-22
2024-09-30	$304,095	5,116	-2.4%	Shares	Sole	2024-10-24
2024-06-30	$268,020	5,244	+0.4%	Shares	Sole	2024-07-26
2024-03-31	$280,266	5,223	+0.5%	Shares	Sole	2024-04-30
2023-12-31	$235,053	5,198	-2.5%	Shares	Sole	2024-01-19
2023-09-30	$262,231	5,331	-4.9%	Shares	Sole	2023-10-19
2023-06-30	$267,453	5,607	+4.4%	Shares	Sole	2023-07-17
2023-03-31	$212,555	5,373	+0.1%	Shares	Sole	2023-04-20
2022-12-31	$220,331	5,370	-7.7%	Shares	Sole	2023-01-17
2022-09-30	$225,660	5,816	+15.4%	Shares	Sole	2022-11-01
2022-06-30	$171,426	5,039	-14.2%	Shares	Sole	2022-07-29
2022-03-31	$185,121	5,875	-32.3%	Shares	Sole	2022-05-11
2021-12-31	$213,120	8,674	+16.9%	Shares	Sole	2022-01-10
2021-09-30	$185,970	7,421	+19.9%	Shares	Sole	2021-11-24
2021-06-30	$175,710	6,187	+5.7%	Shares	Sole	2021-07-30
2021-03-31	$162,861	5,852	+11.0%	Shares	Sole	2021-04-29
2020-12-31	$120,916	5,271	+403.0%	Shares	Sole	2021-01-15
2020-09-30	$17,637	1,048	+23.6%	Shares	Sole	2020-10-21
2020-06-30	$14,068	848	0.0%	Shares	Sole	2020-07-10
2020-03-31	$12,728	848	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.