Vest Financial, LLC

Position in UNM — Unum Group

CIK 1709632 MCLEAN, VA

Position in UNM

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$28,752,640

-$11,498,845 QoQ

Shares Held

393,710

-24.2% QoQ

Ownership

0.246%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Vest Financial, LLC holds $117,703,838 across 5 Insurance - Life names. UNM ranks #2 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	614,148	$67,378,176
2	UNM	Unum Group This page	393,710	$28,752,640
3	MET	Metlife Inc	167,493	$11,845,104
4	PRI	Primerica, Inc.	26,372	$6,605,658
5	LNC	Lincoln National Corp	87,951	$3,122,260

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,752,640	393,710	-24.2%	Shares	Sole	2026-04-24
2025-12-31	$40,251,485	519,374	-20.5%	Shares	Defined	2026-01-30
2025-09-30	$50,831,329	653,527	+5.5%	Shares	Sole	2025-10-30
2025-06-30	$50,048,586	619,720	-1.3%	Shares	Defined	2025-07-25
2025-03-31	$51,122,828	627,582	+1740.3%	Shares	Defined	2025-04-11
2024-12-31	$2,490,542	34,103	+30.4%	Shares	Defined	2025-01-28
2024-09-30	$1,554,890	26,159	+20.2%	Shares	Defined	2024-10-18
2024-06-30	$1,112,664	21,770	+37.1%	Shares	Defined	2024-08-08
2024-03-31	$852,281	15,883	+192.2%	Shares	Defined	2024-04-30
2023-12-31	$245,815	5,436	—	Shares	Defined	2024-01-11
No filing history on record for this holder in this stock.