Position in UNM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,733,197
+$956,962 QoQ
Shares Held
19,387
+82.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#268
of 754 holders
Holding Since
Jun 2020
25 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, 2026Integrated Wealth Concepts LLC holds $15,704,598 across 17 Insurance - Life names. UNM ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
40,846 | $4,789,193 | |
| 2 | PRU |
Prudential Financial Inc
|
24,420 | $2,635,650 | |
| 3 | UNM |
Unum Group
This page
|
19,387 | $1,733,197 | |
| 4 | MFC |
Manulife Financial Corp
|
37,962 | $1,537,840 | |
| 5 | MET |
Metlife Inc
|
15,968 | $1,351,052 | |
| 6 | GL |
Globe Life Inc.
|
7,166 | $1,280,420 | |
| 7 | PRI |
Primerica, Inc.
|
3,476 | $987,879 | |
| 8 | JXN |
Jackson Financial Inc.
|
6,947 | $711,303 |
All Filings in UNM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,733,197 | 19,387 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $776,235 | 10,629 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $501,812 | 6,475 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $750,965 | 9,655 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $734,350 | 9,093 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $923,267 | 11,334 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $922,880 | 12,637 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $800,419 | 13,466 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $741,146 | 14,501 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $764,279 | 14,243 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,211,619 | 48,908 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,102,823 | 42,749 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,453,275 | 30,467 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,732,095 | 43,784 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,181,089 | 28,786 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,483,246 | 38,228 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,308,545 | 38,464 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $1,323,483 | 42,002 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,051,817 | 42,809 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,098,981 | 43,854 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,238,126 | 43,596 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $1,247,618 | 44,830 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,028,170 | 44,820 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $742,842 | 44,138 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $286,841 | 17,290 | Shares | Other | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||