Position in UNM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,218
+$1,466 QoQ
Shares Held
36
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#705
of 754 holders
Holding Since
Jun 2025
4 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, 2026Bogart Wealth, LLC holds $498,312 across 13 Insurance - Life names. UNM ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
3,111 | $335,770 | |
| 2 | MET |
Metlife Inc
|
933 | $78,941 | |
| 3 | AFL |
Aflac Inc
|
439 | $51,472 | |
| 4 | BHF |
Brighthouse Financial, Inc.
|
113 | $7,152 | |
| 5 | PRI |
Primerica, Inc.
|
25 | $7,105 | |
| 6 | LNC |
Lincoln National Corp
|
178 | $6,292 | |
| 7 | UNM |
Unum Group
This page
|
36 | $3,218 | |
| 8 | GL |
Globe Life Inc.
|
17 | $3,037 |
All Filings in UNM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,218 | 36 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,752 | 24 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,085 | 14 | Shares | Sole | 2026-01-30 | |
| 2025-06-30 | $484 | 6 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||