Position in UNM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$178,174
-$13,094 QoQ
Shares Held
1,993
-15.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#583
of 754 holders
Holding Since
Sep 2023
7 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, 2026Continuum Advisory, LLC holds $1,038,974 across 12 Insurance - Life names. UNM ranks #3 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
2,719 | $318,802 | |
| 2 | MET |
Metlife Inc
|
2,888 | $244,353 | |
| 3 | UNM |
Unum Group
This page
|
1,993 | $178,174 | |
| 4 | LNC |
Lincoln National Corp
|
2,693 | $95,197 | |
| 5 | JXN |
Jackson Financial Inc.
|
575 | $58,874 | |
| 6 | MFC |
Manulife Financial Corp
|
1,235 | $50,029 | |
| 7 | PRU |
Prudential Financial Inc
|
424 | $45,762 | |
| 8 | PUK |
Prudential PLC
|
666 | $17,855 |
All Filings in UNM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,174 | 1,993 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $191,268 | 2,348 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $174,030 | 2,383 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $145,093 | 2,441 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $125,577 | 2,457 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $134,525 | 2,507 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $247,327 | 5,028 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||