Position in UNM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,001,605
+$1,174,906 QoQ
Shares Held
33,575
+34.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#213
of 754 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Ethic Inc. holds $45,541,118 across 13 Insurance - Life names. UNM ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
147,498 | $17,294,140 | |
| 2 | MET |
Metlife Inc
|
120,569 | $10,201,343 | |
| 3 | PRU |
Prudential Financial Inc
|
63,721 | $6,877,407 | |
| 4 | UNM |
Unum Group
This page
|
33,575 | $3,001,605 | |
| 5 | GL |
Globe Life Inc.
|
14,988 | $2,678,055 | |
| 6 | PUK |
Prudential PLC
|
74,979 | $2,010,186 | |
| 7 | PRI |
Primerica, Inc.
|
2,983 | $847,768 | |
| 8 | MFC |
Manulife Financial Corp
|
18,990 | $769,284 |
All Filings in UNM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,001,605 | 33,575 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,826,699 | 25,013 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,884,955 | 24,322 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,840,274 | 23,660 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,549,189 | 31,565 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,584,804 | 19,455 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,643,540 | 22,505 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,200,688 | 20,200 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,062,832 | 20,795 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,083,932 | 20,200 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $948,534 | 20,976 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $835,049 | 16,976 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $823,874 | 17,272 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $699,539 | 17,683 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $510,946 | 12,453 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $462,146 | 11,911 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $297,334 | 8,740 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $270,544 | 8,586 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $232,039 | 9,444 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $295,407 | 11,788 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||