Position in UNM
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$69,889
-$1,101 QoQ
Shares Held
957
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026SBI Securities Co., Ltd. holds $4,825,842 across 15 Insurance - Life names. UNM ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
33,614 | $3,687,791 | |
| 2 | PRU |
Prudential Financial Inc
|
8,265 | $807,407 | |
| 3 | MET |
Metlife Inc
|
1,661 | $117,465 | |
| 4 | MFC |
Manulife Financial Corp
|
2,389 | $82,277 | |
| 5 | UNM |
Unum Group
This page
|
957 | $69,889 | |
| 6 | LNC |
Lincoln National Corp
|
740 | $26,270 | |
| 7 | JXN |
Jackson Financial Inc.
|
223 | $23,575 | |
| 8 | PUK |
Prudential PLC
|
225 | $6,396 |
All Filings in UNM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,889 | 957 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $70,990 | 916 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $91,002 | 1,170 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $91,258 | 1,130 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $82,274 | 1,010 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $90,630 | 1,241 | Shares | Defined | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||