Ascent Group, LLC

Position in UNM — Unum Group

CIK 1913231 VIRGINIA BEACH, VA

Position in UNM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,002,468

+$517,550 QoQ

Shares Held

22,399

+10.2% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#246

of 754 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ascent Group, LLC holds $8,447,995 across 8 Insurance - Life names. UNM ranks #2 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	32,418	$2,742,884
2	UNM	Unum Group This page	22,399	$2,002,468
3	AFL	Aflac Inc	15,261	$1,789,350
4	LNC	Lincoln National Corp	17,860	$631,349
5	MFC	Manulife Financial Corp	12,849	$520,511
6	PRU	Prudential Financial Inc	2,745	$296,266
7	GL	Globe Life Inc.	1,385	$247,471
8	PRI	Primerica, Inc.	766	$217,696

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,002,468	22,399	+10.2%	Shares	Other	2026-08-03
2026-03-31	$1,484,918	20,333	+2.2%	Shares	Other	2026-05-15
2025-12-31	$1,541,551	19,891	-3.8%	Shares	Other	2026-01-20
2025-09-30	$1,608,487	20,680	-1.0%	Shares	Sole	2025-10-20
2025-06-30	$1,687,074	20,890	-0.3%	Shares	Other	2025-07-21
2025-03-31	$1,706,992	20,955	+7.1%	Shares	Other	2025-05-16
2024-12-31	$1,429,124	19,569	-3.8%	Shares	Sole	2025-02-21
2024-09-30	$1,209,604	20,350	-8.0%	Shares	Sole	2024-11-14
2024-06-30	$1,130,859	22,126	-5.8%	Shares	Sole	2024-08-15
2024-03-31	$1,260,741	23,495	+0.6%	Shares	Sole	2024-05-15
2023-12-31	$1,055,751	23,347	-3.6%	Shares	Sole	2024-02-14
2023-09-30	$1,191,234	24,217	-3.2%	Shares	Sole	2023-11-14
2023-06-30	$1,193,215	25,015	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.