Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,336,249
+$1,957,957 QoQ
Shares Held
115,618
+6.9% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#119
of 754 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $19,103,016 across 9 Insurance - Life names. UNM ranks #1 (54.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
This page
|
115,618 | $10,336,249 | |
| 2 | AFL |
Aflac Inc
|
49,411 | $5,793,439 | |
| 3 | GL |
Globe Life Inc.
|
12,442 | $2,223,136 | |
| 4 | MET |
Metlife Inc
|
3,147 | $266,267 | |
| 5 | MFC |
Manulife Financial Corp
|
4,819 | $195,217 | |
| 6 | PRU |
Prudential Financial Inc
|
1,732 | $186,934 | |
| 7 | PRI |
Primerica, Inc.
|
350 | $99,470 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
36 | $2,278 |
All Filings in UNM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,336,249 | 115,618 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $8,378,292 | 108,107 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,439,830 | 108,509 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,598,840 | 106,474 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,956,364 | 109,948 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,147,664 | 111,566 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,733,541 | 113,283 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,772,823 | 112,949 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,103,127 | 113,737 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,175,112 | 114,443 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $4,622,285 | 93,968 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,422,314 | 92,711 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,471,629 | 62,478 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,167,737 | 52,833 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,198,997 | 30,902 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,052,374 | 30,934 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||