Position in UNM
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$2,520,411
-$657,554 QoQ
Shares Held
34,512
-15.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026DGS Capital Management, LLC holds $6,066,158 across 7 Insurance - Life names. UNM ranks #1 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
This page
|
34,512 | $2,520,411 | |
| 2 | MFC |
Manulife Financial Corp
|
56,251 | $1,937,284 | |
| 3 | CNO |
CNO Financial Group, Inc.
|
13,331 | $547,370 | |
| 4 | MET |
Metlife Inc
|
5,949 | $420,713 | |
| 5 | GL |
Globe Life Inc.
|
2,333 | $324,683 | |
| 6 | JXN |
Jackson Financial Inc.
|
1,983 | $209,642 | |
| 7 | GNW |
Genworth Financial Inc
|
13,061 | $106,055 |
All Filings in UNM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,520,411 | 34,512 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,177,965 | 41,006 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $3,267,148 | 42,005 | Shares | Sole | 2026-02-24 | |
| 2025-06-30 | $3,342,737 | 41,391 | Shares | Sole | 2026-02-24 | |
| 2025-03-31 | $3,250,091 | 39,898 | Shares | Sole | 2026-02-24 | |
| 2024-12-31 | $2,751,551 | 37,677 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,197,021 | 36,962 | Shares | Sole | 2024-12-10 | |
| 2024-06-30 | $1,806,789 | 35,351 | Shares | Sole | 2024-12-10 | |
| 2024-03-31 | $1,855,884 | 34,586 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,498,997 | 33,149 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,654,899 | 33,643 | Shares | Sole | 2024-01-30 | |
| 2023-06-30 | $1,608,634 | 33,724 | Shares | Sole | 2024-01-30 | |
| 2023-03-31 | $1,318,139 | 33,320 | Shares | Sole | 2023-06-16 | |
| 2022-12-31 | $1,344,430 | 32,767 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $1,290,604 | 33,263 | Shares | Sole | 2023-02-21 | |
| 2022-06-30 | $1,008,250 | 29,637 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $936,036 | 29,706 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $657,616 | 26,765 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||