Position in UNM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$178
+$178 QoQ
Shares Held
2
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#748
of 754 holders
Holding Since
Dec 2024
4 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, 2026Activest Wealth Management holds $76,768 across 9 Insurance - Life names. UNM ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
246 | $26,550 | |
| 2 | MET |
Metlife Inc
|
300 | $25,383 | |
| 3 | CIA |
Citizens, Inc.
|
1,932 | $11,089 | |
| 4 | AFL |
Aflac Inc
|
86 | $10,083 | |
| 5 | CNO |
CNO Financial Group, Inc.
|
60 | $3,058 | |
| 6 | GL |
Globe Life Inc.
|
2 | $357 | |
| 7 | UNM |
Unum Group
This page
|
2 | $178 | |
| 8 | LNC |
Lincoln National Corp
|
2 | $70 |
All Filings in UNM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178 | 2 | Shares | Sole | 2026-07-16 | |
| 2025-06-30 | $0 | 0 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $81 | 1 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $73 | 1 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||