Position in UNM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$32,362
+$6,218 QoQ
Shares Held
362
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#637
of 754 holders
Holding Since
Dec 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, 2026SHP Wealth Management holds $672,404 across 10 Insurance - Life names. UNM ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
2,782 | $235,385 | |
| 2 | PRU |
Prudential Financial Inc
|
1,539 | $166,104 | |
| 3 | MFC |
Manulife Financial Corp
|
2,849 | $115,412 | |
| 4 | AFL |
Aflac Inc
|
595 | $69,763 | |
| 5 | FG |
F&G Annuities & Life, Inc.
|
1,839 | $48,899 | |
| 6 | UNM |
Unum Group
This page
|
362 | $32,362 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
41 | $2,595 | |
| 8 | PUK |
Prudential PLC
|
43 | $1,152 |
All Filings in UNM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,362 | 362 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $26,144 | 358 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $25,265 | 326 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||