Position in UNM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,175,012
+$257,391 QoQ
Shares Held
24,329
-7.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#240
of 754 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Summit Trail Advisors, LLC holds $16,410,755 across 9 Insurance - Life names. UNM ranks #4 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
21,822 | $2,558,629 | |
| 2 | BHF |
Brighthouse Financial, Inc.
|
35,844 | $2,268,925 | |
| 3 | MET |
Metlife Inc
|
25,823 | $2,184,884 | |
| 4 | UNM |
Unum Group
This page
|
24,329 | $2,175,012 | |
| 5 | PRI |
Primerica, Inc.
|
6,882 | $1,955,864 | |
| 6 | PRU |
Prudential Financial Inc
|
17,449 | $1,883,270 | |
| 7 | GL |
Globe Life Inc.
|
9,319 | $1,665,118 | |
| 8 | LNC |
Lincoln National Corp
|
40,673 | $1,437,790 |
All Filings in UNM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,175,012 | 24,329 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,917,621 | 26,258 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,918,202 | 24,751 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,888,265 | 24,277 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,312,673 | 16,254 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $884,737 | 10,861 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $591,104 | 8,094 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $326,563 | 5,494 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $249,825 | 4,888 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $243,133 | 4,531 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $203,625 | 4,503 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $207,729 | 4,223 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $201,866 | 4,232 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||