Position in UNM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$19,936
+$8,033 QoQ
Shares Held
223
+36.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#653
of 754 holders
Holding Since
Mar 2020
10 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, 2026CX Institutional holds $2,462,741 across 9 Insurance - Life names. UNM ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
8,557 | $724,007 | |
| 2 | GL |
Globe Life Inc.
|
3,022 | $539,970 | |
| 3 | AFL |
Aflac Inc
|
4,437 | $520,238 | |
| 4 | PRU |
Prudential Financial Inc
|
4,712 | $508,566 | |
| 5 | LNC |
Lincoln National Corp
|
1,722 | $60,872 | |
| 6 | PRI |
Primerica, Inc.
|
188 | $53,429 | |
| 7 | MFC |
Manulife Financial Corp
|
851 | $34,474 | |
| 8 | UNM |
Unum Group
This page
|
223 | $19,936 |
All Filings in UNM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,936 | 223 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $11,903 | 163 | Shares | Sole | 2026-04-06 | |
| 2022-06-30 | $2,619 | 77 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $1,328 | 53 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,073 | 73 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,753 | 63 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $21,104 | 920 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $16,527 | 982 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $25,532 | 1,539 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $32,721 | 2,180 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||