Position in UNM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,824,414
+$536,312 QoQ
Shares Held
31,593
+0.8% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#218
of 754 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Derivatives in UNM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$2,404,860
PutShares
26,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Life
Financial Services · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $3,071,660 across 7 Insurance - Life names. UNM ranks #1 (92.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
This page
|
31,593 | $2,824,414 | |
| 2 | PRU |
Prudential Financial Inc
|
856 | $92,388 | |
| 3 | MET |
Metlife Inc
|
730 | $61,765 | |
| 4 | AFL |
Aflac Inc
|
341 | $39,982 | |
| 5 | MFC |
Manulife Financial Corp
|
984 | $39,861 | |
| 6 | LNC |
Lincoln National Corp
|
348 | $12,301 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
15 | $949 |
All Filings in UNM
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,824,414 | 31,593 | Shares | Sole | 2026-07-13 | |
| 2026-06-30 | $2,404,860 | 26,900 | Put | Sole | 2026-07-13 | |
| 2026-03-31 | $1,964,507 | 26,900 | Put | Sole | 2026-04-17 | |
| 2026-03-31 | $2,288,102 | 31,331 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,084,750 | 26,900 | Put | Sole | 2026-01-22 | |
| 2025-12-31 | $2,428,152 | 31,331 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,434,436 | 31,299 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,518,500 | 31,185 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $351,011 | 4,309 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $314,686 | 4,309 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $255,829 | 4,304 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $219,977 | 4,304 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $230,952 | 4,304 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $185,854 | 4,110 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $202,170 | 4,110 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $196,047 | 4,110 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $162,591 | 4,110 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $137,696 | 3,356 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $130,212 | 3,356 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $114,171 | 3,356 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $105,747 | 3,356 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $82,456 | 3,356 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $97,583 | 3,894 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $130,441 | 4,593 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $125,541 | 4,511 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $102,174 | 4,454 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $90,090 | 5,353 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $92,389 | 5,569 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $81,474 | 5,428 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||