Position in UNM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$287,957
+$83,109 QoQ
Shares Held
3,221
+14.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#500
of 754 holders
Holding Since
Mar 2026
2 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, 2026Independent Advisor Alliance holds $16,627,186 across 8 Insurance - Life names. UNM ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
51,684 | $4,372,982 | |
| 2 | AFL |
Aflac Inc
|
35,419 | $4,152,877 | |
| 3 | MFC |
Manulife Financial Corp
|
52,555 | $2,129,002 | |
| 4 | PRU |
Prudential Financial Inc
|
14,683 | $1,584,735 | |
| 5 | JXN |
Jackson Financial Inc.
|
15,103 | $1,546,395 | |
| 6 | BHF |
Brighthouse Financial, Inc.
|
23,926 | $1,514,515 | |
| 7 | LNC |
Lincoln National Corp
|
29,384 | $1,038,723 | |
| 8 | UNM |
Unum Group
This page
|
3,221 | $287,957 |
All Filings in UNM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,957 | 3,221 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $204,848 | 2,805 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||