Position in UNM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$743,432
-$41,560 QoQ
Shares Held
10,180
+0.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026AE Wealth Management LLC holds $31,274,768 across 7 Insurance - Life names. UNM ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
263,327 | $25,724,388 | |
| 2 | AFL |
Aflac Inc
|
16,862 | $1,849,909 | |
| 3 | MET |
Metlife Inc
|
24,907 | $1,761,404 | |
| 4 | UNM |
Unum Group
This page
|
10,180 | $743,432 | |
| 5 | LNC |
Lincoln National Corp
|
19,222 | $682,376 | |
| 6 | JXN |
Jackson Financial Inc.
|
3,728 | $394,106 | |
| 7 | GNW |
Genworth Financial Inc
|
14,675 | $119,153 |
All Filings in UNM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $743,432 | 10,180 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $784,992 | 10,129 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $656,142 | 8,436 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $688,468 | 8,525 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $10,914,154 | 133,982 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $498,422 | 6,825 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $380,116 | 6,395 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $236,481 | 4,627 | Shares | Other | 2024-08-12 | |
| 2023-12-31 | $507,549 | 11,224 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $704,253 | 14,317 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $746,028 | 15,640 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $15,745,196 | 398,008 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $282,040 | 6,874 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $328,325 | 8,462 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $365,817 | 10,753 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $372,826 | 11,832 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $227,223 | 9,248 | Shares | Sole | 2022-01-20 | |
| 2021-06-30 | $214,874 | 7,566 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $213,595 | 7,675 | Shares | Sole | 2021-04-27 | |
| 2020-09-30 | $317,447 | 18,862 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $246,179 | 14,839 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $203,250 | 13,541 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||