West Branch Capital LLC

Position in UNM — Unum Group

CIK 1738723 AMHERST, MA

Position in UNM

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$242,184

+$44,346 QoQ

Shares Held

2,709

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#541

of 754 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

West Branch Capital LLC holds $292,425 across 4 Insurance - Life names. UNM ranks #1 (82.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNM	Unum Group This page	2,709	$242,184
2	AFL	Aflac Inc	299	$35,057
3	MET	Metlife Inc	166	$14,045
4	BHF	Brighthouse Financial, Inc.	18	$1,139

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,184	2,709	0.0%	Shares	Sole	2026-07-10
2026-03-31	$197,838	2,709	0.0%	Shares	Sole	2026-04-14
2025-12-31	$209,947	2,709	0.0%	Shares	Sole	2026-01-16
2025-09-30	$210,706	2,709	0.0%	Shares	Sole	2025-10-21
2025-06-30	$218,778	2,709	0.0%	Shares	Sole	2025-07-16
2025-03-31	$220,675	2,709	0.0%	Shares	Sole	2025-04-16
2024-12-31	$197,838	2,709	0.0%	Shares	Sole	2025-01-17
2024-09-30	$161,022	2,709	0.0%	Shares	Sole	2024-10-18
2024-06-30	$138,456	2,709	0.0%	Shares	Sole	2024-07-26
2024-03-31	$145,364	2,709	0.0%	Shares	Sole	2024-04-24
2023-12-31	$122,500	2,709	0.0%	Shares	Sole	2024-01-19
2023-09-30	$133,255	2,709	0.0%	Shares	Sole	2023-10-20
2023-06-30	$129,219	2,709	0.0%	Shares	Sole	2023-08-07
2023-03-31	$107,168	2,709	0.0%	Shares	Sole	2023-04-20
2022-12-31	$111,150	2,709	0.0%	Shares	Sole	2023-01-27
2022-09-30	$105,109	2,709	0.0%	Shares	Sole	2022-10-19
2022-06-30	$92,160	2,709	0.0%	Shares	Sole	2022-07-28
2022-03-31	$85,360	2,709	0.0%	Shares	Sole	2022-05-03
2021-12-31	$66,560	2,709	0.0%	Shares	Sole	2022-01-24
2021-09-30	$67,887	2,709	0.0%	Shares	Sole	2021-11-09
2021-06-30	$76,935	2,709	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.