Position in UNM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$514,854
+$116,185 QoQ
Shares Held
5,759
+5.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#409
of 754 holders
Holding Since
Mar 2020
11 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, 2026Arkadios Wealth Advisors holds $14,401,585 across 7 Insurance - Life names. UNM ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
112,449 | $9,514,309 | |
| 2 | AFL |
Aflac Inc
|
11,857 | $1,390,232 | |
| 3 | PRU |
Prudential Financial Inc
|
12,600 | $1,359,917 | |
| 4 | LNC |
Lincoln National Corp
|
33,406 | $1,180,902 | |
| 5 | UNM |
Unum Group
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|
5,759 | $514,854 | |
| 6 | GL |
Globe Life Inc.
|
1,284 | $229,424 | |
| 7 | JXN |
Jackson Financial Inc.
|
2,070 | $211,947 |
All Filings in UNM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,854 | 5,759 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $398,669 | 5,459 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $410,750 | 5,300 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $385,010 | 4,950 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $383,286 | 4,746 | Shares | Sole | 2025-08-04 | |
| 2021-09-30 | $17,767 | 709 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $2,272 | 80 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $2,198 | 79 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,812 | 79 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,608 | 155 | Shares | Sole | 2020-11-10 | |
| 2020-03-31 | $4,608 | 307 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||