Position in UNM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$698,303
+$250,118 QoQ
Shares Held
7,811
+27.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#371
of 754 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Fifth Third Wealth Advisors LLC holds $5,933,519 across 9 Insurance - Life names. UNM ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
12,351 | $1,448,154 | |
| 2 | MET |
Metlife Inc
|
15,893 | $1,344,706 | |
| 3 | PRU |
Prudential Financial Inc
|
7,420 | $800,840 | |
| 4 | UNM |
Unum Group
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|
7,811 | $698,303 | |
| 5 | PRI |
Primerica, Inc.
|
2,061 | $585,736 | |
| 6 | JXN |
Jackson Financial Inc.
|
4,603 | $471,301 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
4,349 | $221,712 | |
| 8 | LNC |
Lincoln National Corp
|
6,187 | $218,710 |
All Filings in UNM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,303 | 7,811 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $448,185 | 6,137 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $452,600 | 5,840 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $448,479 | 5,766 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $461,866 | 5,719 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $464,647 | 5,704 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $415,102 | 5,684 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $337,856 | 5,684 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $377,191 | 7,380 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||