Position in UNM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$465,505
+$333,102 QoQ
Shares Held
5,207
+187.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#423
of 751 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $38,524,922 across 13 Insurance - Life names. UNM ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
120,985 | $14,185,491 | |
| 2 | GL |
Globe Life Inc.
|
56,935 | $10,173,145 | |
| 3 | PRU |
Prudential Financial Inc
|
55,660 | $6,007,383 | |
| 4 | MET |
Metlife Inc
|
46,083 | $3,899,082 | |
| 5 | MFC |
Manulife Financial Corp
|
57,183 | $2,316,483 | |
| 6 | LNC |
Lincoln National Corp
|
21,171 | $748,394 | |
| 7 | PRI |
Primerica, Inc.
|
1,796 | $510,423 | |
| 8 | UNM |
Unum Group
This page
|
5,207 | $465,505 |
All Filings in UNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,505 | 5,207 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $132,403 | 1,813 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $117,180 | 1,512 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $109,980 | 1,414 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $81,163 | 1,005 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $63,864 | 784 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $44,840 | 614 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $36,496 | 614 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $31,381 | 614 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $38,313 | 714 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $729,489 | 16,132 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $809,421 | 16,455 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $777,987 | 16,310 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $638,933 | 16,151 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $660,213 | 16,091 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $49,702 | 1,281 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $41,606 | 1,223 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $43,263 | 1,373 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $31,449 | 1,280 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $12,028 | 480 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,632 | 480 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $13,358 | 480 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $84,258 | 3,673 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $30,681 | 1,823 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $18,531 | 1,117 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $19,092 | 1,272 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||