Vest Financial, LLC

Position in UNM — Unum Group

CIK 1709632 MCLEAN, VA

Position in UNM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$20,471,974

-$8,280,666 QoQ

Shares Held

228,993

-41.8% QoQ

Ownership

0.145%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#82

of 754 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Vest Financial, LLC holds $130,048,406 across 6 Insurance - Life names. UNM ranks #2 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	713,223	$83,625,396
2	UNM	Unum Group This page	228,993	$20,471,974
3	MET	Metlife Inc	175,100	$14,815,210
4	PRI	Primerica, Inc.	27,770	$7,892,234
5	FG	F&G Annuities & Life, Inc.	67,752	$1,801,525
6	LNC	Lincoln National Corp	40,794	$1,442,067

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,471,974	228,993	-41.8%	Shares	Defined	2026-07-24
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.