Position in UNM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$115,057
+$29,028 QoQ
Shares Held
1,287
+9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#592
of 754 holders
Holding Since
Sep 2025
4 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, 2026Center for Financial Planning, Inc. holds $694,224 across 7 Insurance - Life names. UNM ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
7,490 | $303,419 | |
| 2 | AFL |
Aflac Inc
|
1,086 | $127,333 | |
| 3 | UNM |
Unum Group
This page
|
1,287 | $115,057 | |
| 4 | MET |
Metlife Inc
|
778 | $65,826 | |
| 5 | GL |
Globe Life Inc.
|
354 | $63,252 | |
| 6 | PRU |
Prudential Financial Inc
|
178 | $19,211 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
2 | $126 |
All Filings in UNM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,057 | 1,287 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $86,029 | 1,178 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $95,635 | 1,234 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $81,202 | 1,044 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||