Position in UNM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$272,133
+$46,033 QoQ
Shares Held
3,044
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#511
of 754 holders
Holding Since
Jun 2022
17 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, 2026Blue Trust, Inc. holds $17,400,245 across 13 Insurance - Life names. UNM ranks #3 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
135,394 | $15,874,946 | |
| 2 | MFC |
Manulife Financial Corp
|
8,726 | $353,489 | |
| 3 | UNM |
Unum Group
This page
|
3,044 | $272,133 | |
| 4 | PRI |
Primerica, Inc.
|
677 | $192,403 | |
| 5 | CNO |
CNO Financial Group, Inc.
|
3,341 | $170,324 | |
| 6 | PRU |
Prudential Financial Inc
|
1,553 | $167,614 | |
| 7 | MET |
Metlife Inc
|
1,824 | $154,327 | |
| 8 | PUK |
Prudential PLC
|
4,115 | $110,322 |
All Filings in UNM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,133 | 3,044 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $226,100 | 3,096 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $242,574 | 3,130 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $250,140 | 3,216 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $262,792 | 3,254 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $275,415 | 3,381 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $264,222 | 3,618 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $680,467 | 11,448 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $248,445 | 4,861 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $95,246 | 1,775 | Shares | Other | 2024-05-01 | |
| 2023-12-31 | $136,608 | 3,021 | Shares | Defined | 2024-01-18 | |
| 2023-09-30 | $73,538 | 1,495 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $46 | 1,159 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $180,511 | 4,563 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $120,094 | 2,927 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $57,850 | 1,491 | Shares | Other | 2022-10-21 | |
| 2022-06-30 | $15,410 | 453 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||