Position in UNM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$9,102,261
+$5,165,360 QoQ
Shares Held
101,815
+88.9% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#8
of 190 holders
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Y-Intercept (Hong Kong) Ltd holds $20,691,970 across 9 Insurance - Life names. UNM ranks #1 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
This page
|
101,815 | $9,102,261 | |
| 2 | MET |
Metlife Inc
|
52,325 | $4,427,218 | |
| 3 | LNC |
Lincoln National Corp
|
38,863 | $1,373,807 | |
| 4 | JXN |
Jackson Financial Inc.
|
13,224 | $1,354,005 | |
| 5 | PRI |
Primerica, Inc.
|
4,593 | $1,305,330 | |
| 6 | GNW |
Genworth Financial Inc
|
134,560 | $1,274,283 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
15,738 | $802,323 | |
| 8 | FG |
F&G Annuities & Life, Inc.
|
23,118 | $614,707 |
All Filings in UNM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,102,261 | 101,815 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $3,936,901 | 53,908 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,598,867 | 46,437 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $1,997,114 | 24,729 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $407,544 | 5,003 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $960,928 | 13,158 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,125,496 | 18,935 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $715,744 | 14,004 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $213,352 | 3,976 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $695,940 | 14,148 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $395,204 | 9,990 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $446,570 | 10,884 | Shares | Sole | 2023-02-14 | |
| 2021-09-30 | $287,312 | 11,465 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||