Claro Advisors Inc.

Position in UNM — Unum Group

CIK 1764386 BOSTON, MA

Position in UNM

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

Position Value

$246,744

+$27,947 QoQ

Shares Held

2,760

-7.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#536

of 754 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Claro Advisors Inc. holds $2,250,113 across 4 Insurance - Life names. UNM ranks #4 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	15,045	$1,272,957
2	GL	Globe Life Inc.	2,238	$399,885
3	AFL	Aflac Inc	2,819	$330,527
4	UNM	Unum Group This page	2,760	$246,744

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$246,744	2,760	-7.9%	Shares	Sole	2026-07-30
2026-03-31	$218,797	2,996	—	Shares	Sole	2026-04-21
No filing history on record for this holder in this stock.