Position in UNM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,052,595
+$98,028 QoQ
Shares Held
11,774
-4.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#314
of 754 holders
Holding Since
Mar 2020
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, 2026Global Retirement Partners, LLC holds $5,901,181 across 14 Insurance - Life names. UNM ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
14,832 | $1,254,935 | |
| 2 | UNM |
Unum Group
This page
|
11,774 | $1,052,595 | |
| 3 | AFL |
Aflac Inc
|
6,321 | $741,137 | |
| 4 | PRU |
Prudential Financial Inc
|
6,560 | $708,020 | |
| 5 | CNO |
CNO Financial Group, Inc.
|
10,520 | $536,309 | |
| 6 | PRI |
Primerica, Inc.
|
1,389 | $394,753 | |
| 7 | GL |
Globe Life Inc.
|
2,012 | $359,504 | |
| 8 | MFC |
Manulife Financial Corp
|
8,329 | $337,407 |
All Filings in UNM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,052,595 | 11,774 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $954,567 | 12,317 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $438,290 | 5,635 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $673,296 | 8,337 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $607,682 | 8,321 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $492,876 | 8,292 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $412,355 | 8,068 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $429,709 | 8,008 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $370,306 | 8,189 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $100,249 | 2,038 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $66,684 | 1,398 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $33,586 | 849 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $42,589 | 1,038 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $43,882 | 1,131 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $40,007 | 1,176 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $37,055 | 1,176 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $11,953 | 477 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $6,162 | 217 | Shares | Sole | 2021-07-15 | |
| 2020-03-31 | $4,232 | 282 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||