Position in UNM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$566,974
-$42,972 QoQ
Shares Held
6,342
-24.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#394
of 754 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $34,140,560 across 10 Insurance - Life names. UNM ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
58,093 | $6,811,404 | |
| 2 | PRU |
Prudential Financial Inc
|
52,711 | $5,689,098 | |
| 3 | MFC |
Manulife Financial Corp
|
132,305 | $5,359,675 | |
| 4 | GL |
Globe Life Inc.
|
27,008 | $4,825,789 | |
| 5 | MET |
Metlife Inc
|
57,015 | $4,824,039 | |
| 6 | JXN |
Jackson Financial Inc.
|
33,301 | $3,409,689 | |
| 7 | LNC |
Lincoln National Corp
|
58,911 | $2,082,503 | |
| 8 | UNM |
Unum Group
This page
|
6,342 | $566,974 |
All Filings in UNM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566,974 | 6,342 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $609,946 | 8,352 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $728,577 | 9,401 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $702,742 | 9,035 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $809,780 | 10,027 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $632,699 | 7,767 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $527,057 | 7,217 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $360,681 | 6,068 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $364,414 | 7,130 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $356,892 | 6,651 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $327,438 | 7,241 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,336,836 | 27,177 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $476,856 | 9,997 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $385,828 | 9,753 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $543,032 | 13,235 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,129,584 | 29,113 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $445,287 | 13,089 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $345,160 | 10,954 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $287,616 | 11,706 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $346,078 | 13,810 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $506,627 | 17,839 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $370,528 | 13,314 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||