Position in UNM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$429,477
+$26,206 QoQ
Shares Held
4,804
-13.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#440
of 754 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Pallas Capital Advisors LLC holds $4,662,770 across 8 Insurance - Life names. UNM ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
|
10,078 | $1,800,737 | |
| 2 | PRU |
Prudential Financial Inc
|
6,352 | $685,571 | |
| 3 | MET |
Metlife Inc
|
6,525 | $552,080 | |
| 4 | UNM |
Unum Group
This page
|
4,804 | $429,477 | |
| 5 | GNW |
Genworth Financial Inc
|
42,304 | $400,618 | |
| 6 | JXN |
Jackson Financial Inc.
|
2,964 | $303,483 | |
| 7 | LNC |
Lincoln National Corp
|
7,905 | $279,441 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
4,146 | $211,363 |
All Filings in UNM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,477 | 4,804 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $403,271 | 5,522 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $411,912 | 5,315 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $399,400 | 5,135 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $420,678 | 5,209 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $419,600 | 5,151 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $327,539 | 4,485 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $263,497 | 4,433 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||