Position in UNM
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,176,659
+$116,847 QoQ
Shares Held
16,112
+17.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
8 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 Mar 31, 2026HB Wealth Management, LLC holds $18,855,660 across 11 Insurance - Life names. UNM ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
67,076 | $7,358,907 | |
| 2 | PRU |
Prudential Financial Inc
|
30,013 | $2,931,969 | |
| 3 | MET |
Metlife Inc
|
40,517 | $2,865,362 | |
| 4 | MFC |
Manulife Financial Corp
|
58,203 | $2,004,511 | |
| 5 | UNM |
Unum Group
This page
|
16,112 | $1,176,659 | |
| 6 | LNC |
Lincoln National Corp
|
24,982 | $886,861 | |
| 7 | GL |
Globe Life Inc.
|
4,740 | $659,665 | |
| 8 | PRI |
Primerica, Inc.
|
2,335 | $584,870 |
All Filings in UNM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,176,659 | 16,112 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,059,812 | 13,675 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $755,943 | 9,719 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $690,982 | 8,556 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $697,704 | 8,565 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $432,921 | 5,928 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $224,802 | 3,782 | Shares | Sole | 2024-10-15 | |
| 2023-09-30 | $391,896 | 7,967 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||