Valeo Financial Advisors, LLC

Position in UNM — Unum Group

CIK 1722641 CARMEL, IN

Position in UNM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$251,571

-$36,264 QoQ

Shares Held

2,814

-24.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#527

of 751 holders

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $4,154,630 across 6 Insurance - Life names. UNM ranks #6 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	16,952	$1,987,622
2	MET	Metlife Inc	9,114	$771,135
3	PRU	Prudential Financial Inc	4,239	$457,515
4	LNC	Lincoln National Corp	9,715	$343,425
5	MFC	Manulife Financial Corp	8,476	$343,362
6	UNM	Unum Group This page	2,814	$251,571

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$251,571	2,814	-24.2%	Shares	Sole	2026-07-08
2025-12-31	$287,835	3,714	+4.8%	Shares	Sole	2026-02-04
2025-09-30	$275,730	3,545	-0.5%	Shares	Sole	2025-11-03
2025-06-30	$287,667	3,562	-0.2%	Shares	Sole	2025-09-12
2025-03-31	$290,812	3,570	+0.3%	Shares	Sole	2025-04-30
2024-12-31	$259,986	3,560	-27.2%	Shares	Sole	2025-01-30
2024-09-30	$290,780	4,892	-7.4%	Shares	Sole	2024-10-10
2024-06-30	$269,963	5,282	+115.9%	Shares	Sole	2024-07-10
2021-03-31	$68,072	2,446	0.0%	Shares	Sole	2021-04-12
2020-12-31	$56,111	2,446	0.0%	Shares	Sole	2021-02-11
2020-09-30	$41,166	2,446	+458.4%	Shares	Sole	2020-10-28
2020-06-30	$7,266	438	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.