Position in UNM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,145
+$393 QoQ
Shares Held
24
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#720
of 756 holders
Holding Since
Mar 2024
6 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, 2026Cornerstone Planning Group LLC holds $935,347 across 12 Insurance - Life names. UNM ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
8,761 | $741,268 | |
| 2 | PRU |
Prudential Financial Inc
|
1,047 | $113,002 | |
| 3 | AFL |
Aflac Inc
|
332 | $38,927 | |
| 4 | MFC |
Manulife Financial Corp
|
543 | $21,996 | |
| 5 | PUK |
Prudential PLC
|
313 | $8,391 | |
| 6 | GL |
Globe Life Inc.
|
17 | $3,037 | |
| 7 | PRI |
Primerica, Inc.
|
10 | $2,842 | |
| 8 | UNM |
Unum Group
This page
|
24 | $2,145 |
All Filings in UNM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,145 | 24 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,752 | 24 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $188,383 | 2,422 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,534 | 19 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $488 | 6 | Shares | Sole | 2025-04-30 | |
| 2024-03-31 | $536 | 10 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||