Position in UNM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$715
-$19,952 QoQ
Shares Held
8
-97.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#736
of 754 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Measured Wealth Private Client Group, LLC holds $988,013 across 7 Insurance - Life names. UNM ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
2,863 | $335,686 | |
| 2 | JXN |
Jackson Financial Inc.
|
3,222 | $329,900 | |
| 3 | MFC |
Manulife Financial Corp
|
4,829 | $195,622 | |
| 4 | LNC |
Lincoln National Corp
|
2,030 | $71,760 | |
| 5 | MET |
Metlife Inc
|
424 | $35,874 | |
| 6 | PRU |
Prudential Financial Inc
|
171 | $18,456 | |
| 7 | UNM |
Unum Group
This page
|
8 | $715 |
All Filings in UNM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $715 | 8 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $20,667 | 283 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $160,115 | 2,066 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $414,956 | 5,335 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $971,785 | 12,033 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $787,555 | 9,668 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $531,366 | 7,276 | Shares | Sole | 2025-01-27 | |
| 2024-03-31 | $439,260 | 8,186 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $465,766 | 10,300 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $776,759 | 15,791 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $687,595 | 14,415 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $511,550 | 12,931 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $376,080 | 9,166 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $318,276 | 8,203 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $225,280 | 6,622 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $222,207 | 8,867 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $300,670 | 10,587 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $200,682 | 7,211 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||