Position in UNM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,129,983
+$583,720 QoQ
Shares Held
35,011
+0.4% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#207
of 754 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $23,364,461 across 10 Insurance - Life names. UNM ranks #4 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
193,757 | $7,849,096 | |
| 2 | PRI |
Primerica, Inc.
|
13,499 | $3,836,415 | |
| 3 | AFL |
Aflac Inc
|
26,715 | $3,132,333 | |
| 4 | UNM |
Unum Group
This page
|
35,011 | $3,129,983 | |
| 5 | MET |
Metlife Inc
|
17,102 | $1,447,000 | |
| 6 | JXN |
Jackson Financial Inc.
|
13,866 | $1,419,739 | |
| 7 | PUK |
Prudential PLC
|
33,314 | $893,148 | |
| 8 | PRU |
Prudential Financial Inc
|
7,228 | $780,118 |
All Filings in UNM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,129,983 | 35,011 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,546,263 | 34,866 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,355,827 | 43,301 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,332,639 | 42,847 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,418,328 | 42,327 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,434,923 | 42,167 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,495,946 | 34,177 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,993,617 | 33,540 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,749,086 | 34,222 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,071,436 | 38,603 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,015,274 | 44,566 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,487,981 | 50,579 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,326,519 | 48,774 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,537,895 | 38,875 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $990,628 | 24,144 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $988,119 | 25,467 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||