Position in UNM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,750,980
+$7,102,848 QoQ
Shares Held
86,700
+936.7% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#140
of 754 holders
Holding Since
Mar 2021
19 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, 2026IEQ CAPITAL, LLC holds $47,301,550 across 10 Insurance - Life names. UNM ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
|
108,346 | $19,359,263 | |
| 2 | PRU |
Prudential Financial Inc
|
105,578 | $11,395,032 | |
| 3 | UNM |
Unum Group
This page
|
86,700 | $7,750,980 | |
| 4 | MET |
Metlife Inc
|
46,142 | $3,904,074 | |
| 5 | CNO |
CNO Financial Group, Inc.
|
47,386 | $2,415,738 | |
| 6 | MFC |
Manulife Financial Corp
|
22,034 | $892,597 | |
| 7 | JXN |
Jackson Financial Inc.
|
7,720 | $790,450 | |
| 8 | PUK |
Prudential PLC
|
10,884 | $291,800 |
All Filings in UNM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,750,980 | 86,700 | Shares | Other | 2026-08-11 | |
| 2025-12-31 | $648,132 | 8,363 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $3,464,787 | 44,546 | Shares | Other | 2025-11-14 | |
| 2025-03-31 | $1,284,135 | 15,764 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,461,768 | 20,016 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $970,120 | 16,321 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $522,701 | 10,227 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $481,705 | 8,977 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $396,986 | 8,779 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $443,890 | 9,024 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $421,906 | 8,845 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $317,271 | 8,020 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $330,947 | 8,066 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $291,116 | 7,503 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $265,628 | 7,808 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $242,217 | 7,687 | Shares | Other | 2022-04-26 | |
| 2021-09-30 | $224,863 | 8,973 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $269,317 | 9,483 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $229,152 | 8,234 | Shares | Other | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||