Position in UNM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,864,525
+$480,315 QoQ
Shares Held
20,856
+10.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#255
of 754 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $143,389,835 across 15 Insurance - Life names. UNM ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
631,566 | $53,436,796 | |
| 2 | AFL |
Aflac Inc
|
334,878 | $39,264,444 | |
| 3 | PRU |
Prudential Financial Inc
|
303,286 | $32,733,655 | |
| 4 | MFC |
Manulife Financial Corp
|
313,652 | $12,706,040 | |
| 5 | UNM |
Unum Group
This page
|
20,856 | $1,864,525 | |
| 6 | GL |
Globe Life Inc.
|
10,151 | $1,813,779 | |
| 7 | LNC |
Lincoln National Corp
|
11,703 | $413,700 | |
| 8 | PRI |
Primerica, Inc.
|
1,440 | $409,247 |
All Filings in UNM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,864,525 | 20,856 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,384,210 | 18,954 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,312,694 | 16,938 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $1,325,682 | 17,044 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,372,354 | 16,993 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,326,005 | 16,278 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,161,395 | 15,903 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $972,675 | 16,364 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $871,118 | 17,044 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $972,694 | 18,127 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $802,473 | 17,746 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $858,709 | 17,457 | Shares | Defined | 2023-11-14 | |
| 2022-12-31 | $123,336 | 3,006 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $57,346 | 1,478 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $463,318 | 13,619 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $639,968 | 20,310 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $490,933 | 19,981 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $38,191 | 1,524 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $40,924 | 1,441 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $40,270 | 1,447 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $27,803 | 1,212 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $20,364 | 1,210 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $18,531 | 1,117 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $29,614 | 1,973 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||