Position in UNM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$17,880
+$3,274 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#654
of 751 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $235,091 across 14 Insurance - Life names. UNM ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
682 | $79,964 | |
| 2 | MET |
Metlife Inc
|
489 | $41,374 | |
| 3 | JXN |
Jackson Financial Inc.
|
229 | $23,447 | |
| 4 | UNM |
Unum Group
This page
|
200 | $17,880 | |
| 5 | MFC |
Manulife Financial Corp
|
430 | $17,419 | |
| 6 | CNO |
CNO Financial Group, Inc.
|
234 | $11,929 | |
| 7 | PRU |
Prudential Financial Inc
|
97 | $10,469 | |
| 8 | GNW |
Genworth Financial Inc
|
993 | $9,403 |
All Filings in UNM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,880 | 200 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $14,606 | 200 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $15,500 | 200 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $17,811 | 229 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $28,427 | 352 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $25,741 | 316 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $22,639 | 310 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $18,188 | 306 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $16,150 | 316 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $15,883 | 296 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $13,882 | 307 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,478 | 274 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,395 | 176 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,013 | 152 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,621 | 137 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,850 | 125 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,579 | 164 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $3,071 | 125 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,508 | 140 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||