Position in UNM
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$323,270
+$13,404 QoQ
Shares Held
3,616
-14.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#477
of 754 holders
Holding Since
Jun 2021
19 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, 2026Beacon Pointe Advisors, LLC holds $18,516,646 across 9 Insurance - Life names. UNM ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JXN |
Jackson Financial Inc.
|
64,559 | $6,610,196 | |
| 2 | AFL |
Aflac Inc
|
44,220 | $5,184,795 | |
| 3 | LNC |
Lincoln National Corp
|
50,792 | $1,795,497 | |
| 4 | MET |
Metlife Inc
|
18,305 | $1,548,786 | |
| 5 | PRU |
Prudential Financial Inc
|
11,141 | $1,202,448 | |
| 6 | PRI |
Primerica, Inc.
|
3,059 | $869,367 | |
| 7 | MFC |
Manulife Financial Corp
|
18,739 | $759,116 | |
| 8 | UNM |
Unum Group
This page
|
3,616 | $323,270 |
All Filings in UNM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,270 | 3,616 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $309,866 | 4,243 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $227,662 | 2,819 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $245,194 | 3,010 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $230,336 | 3,154 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $561,291 | 9,443 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $512,173 | 10,021 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $543,092 | 10,121 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $495,249 | 10,952 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $528,546 | 10,745 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $478,287 | 10,027 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $465,937 | 11,778 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $443,493 | 10,809 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $484,650 | 12,491 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $433,108 | 12,731 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $549,534 | 17,440 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $256,412 | 10,436 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $258,569 | 10,318 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $333,955 | 11,759 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||