Position in UNM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,967,092
+$1,124,108 QoQ
Shares Held
66,746
+0.6% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#160
of 754 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $49,595,864 across 13 Insurance - Life names. UNM ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
114,462 | $13,420,669 | |
| 2 | MET |
Metlife Inc
|
106,526 | $9,013,164 | |
| 3 | PRU |
Prudential Financial Inc
|
57,628 | $6,219,790 | |
| 4 | UNM |
Unum Group
This page
|
66,746 | $5,967,092 | |
| 5 | MFC |
Manulife Financial Corp
|
97,074 | $3,932,467 | |
| 6 | GL |
Globe Life Inc.
|
18,875 | $3,372,585 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
31,368 | $1,599,140 | |
| 8 | LNC |
Lincoln National Corp
|
36,401 | $1,286,775 |
All Filings in UNM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,967,092 | 66,746 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,842,984 | 66,315 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,366,720 | 69,248 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,458,133 | 70,174 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,945,874 | 73,624 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,059,562 | 62,111 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,308,696 | 58,999 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,335,653 | 56,118 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,554,835 | 49,987 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,302,550 | 42,910 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,120,591 | 46,895 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,885,009 | 38,321 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,783,550 | 37,391 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,445,324 | 36,535 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,247,476 | 30,404 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,146,617 | 29,552 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,012,469 | 29,761 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $578,586 | 18,362 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $332,333 | 13,526 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $235,012 | 9,378 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||