Position in UNM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,486
+$638 QoQ
Shares Held
39
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#700
of 754 holders
Holding Since
Dec 2021
14 quarters on record
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $744,070 across 8 Insurance - Life names. UNM ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
|
1,565 | $279,634 | |
| 2 | MET |
Metlife Inc
|
2,754 | $233,015 | |
| 3 | PRU |
Prudential Financial Inc
|
1,121 | $120,989 | |
| 4 | JXN |
Jackson Financial Inc.
|
700 | $71,673 | |
| 5 | MFC |
Manulife Financial Corp
|
411 | $16,649 | |
| 6 | AFL |
Aflac Inc
|
109 | $12,780 | |
| 7 | PUK |
Prudential PLC
|
218 | $5,844 | |
| 8 | UNM |
Unum Group
This page
|
39 | $3,486 |
All Filings in UNM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,486 | 39 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,848 | 39 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,022 | 39 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,033 | 39 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,391 | 42 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,421 | 42 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,067 | 42 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,496 | 42 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,197 | 43 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,575 | 48 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $885 | 18 | Shares | Sole | 2023-11-08 | |
| 2022-12-31 | $1 | 16 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $544 | 16 | Shares | Sole | 2022-07-22 | |
| 2021-12-31 | $11,744 | 478 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||