Position in UNM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$273,564
+$52,147 QoQ
Shares Held
3,060
+7.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#510
of 754 holders
Holding Since
Mar 2025
3 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, 2026Kathmere Capital Management, LLC holds $4,117,405 across 7 Insurance - Life names. UNM ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
13,452 | $1,577,247 | |
| 2 | MFC |
Manulife Financial Corp
|
15,972 | $647,025 | |
| 3 | MET |
Metlife Inc
|
7,600 | $643,036 | |
| 4 | GL |
Globe Life Inc.
|
2,554 | $456,348 | |
| 5 | UNM |
Unum Group
This page
|
3,060 | $273,564 | |
| 6 | PRI |
Primerica, Inc.
|
937 | $266,295 | |
| 7 | PUK |
Prudential PLC
|
9,470 | $253,890 |
All Filings in UNM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,564 | 3,060 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $221,417 | 2,857 | Shares | Sole | 2026-01-13 | |
| 2025-03-31 | $203,324 | 2,496 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||