Position in UNM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$280,894
+$4,695 QoQ
Shares Held
3,142
-16.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#508
of 754 holders
Holding Since
Sep 2024
8 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, 2026Apollon Wealth Management, LLC holds $9,325,005 across 8 Insurance - Life names. UNM ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
40,271 | $4,721,774 | |
| 2 | MET |
Metlife Inc
|
15,573 | $1,317,631 | |
| 3 | MFC |
Manulife Financial Corp
|
26,659 | $1,079,956 | |
| 4 | PRU |
Prudential Financial Inc
|
7,704 | $831,492 | |
| 5 | PRI |
Primerica, Inc.
|
2,031 | $577,210 | |
| 6 | GL |
Globe Life Inc.
|
1,690 | $301,969 | |
| 7 | UNM |
Unum Group
This page
|
3,142 | $280,894 | |
| 8 | LNC |
Lincoln National Corp
|
6,056 | $214,079 |
All Filings in UNM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,894 | 3,142 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $276,199 | 3,782 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $290,392 | 3,747 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $296,497 | 3,812 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $315,771 | 3,910 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $317,612 | 3,899 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $280,727 | 3,844 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $234,728 | 3,949 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||