Position in UNM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$59,987
+$13,979 QoQ
Shares Held
671
+6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#619
of 754 holders
Holding Since
Mar 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, 2026SJS Investment Consulting Inc. holds $678,839 across 15 Insurance - Life names. UNM ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
2,187 | $256,425 | |
| 2 | MET |
Metlife Inc
|
1,566 | $132,498 | |
| 3 | PRI |
Primerica, Inc.
|
260 | $73,892 | |
| 4 | UNM |
Unum Group
This page
|
671 | $59,987 | |
| 5 | PRU |
Prudential Financial Inc
|
484 | $52,237 | |
| 6 | LNC |
Lincoln National Corp
|
912 | $32,239 | |
| 7 | JXN |
Jackson Financial Inc.
|
200 | $20,477 | |
| 8 | GL |
Globe Life Inc.
|
111 | $19,833 |
All Filings in UNM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,987 | 671 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $46,008 | 630 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $47,120 | 608 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $45,733 | 588 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,938 | 24 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $3,421 | 42 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $3,067 | 42 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $4,100 | 69 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,525 | 69 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,701 | 69 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,164 | 70 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $3,541 | 72 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,243 | 68 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,006 | 76 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,790 | 68 | Shares | Defined | 2023-01-23 | |
| 2022-09-30 | $1,978 | 51 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $283 | 9 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||