Position in UNM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,731,856
+$1,217,433 QoQ
Shares Held
19,372
+175.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#269
of 754 holders
Holding Since
Dec 2022
10 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, 2026Bleakley Financial Group, LLC holds $11,048,216 across 9 Insurance - Life names. UNM ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
31,747 | $2,686,113 | |
| 2 | UNM |
Unum Group
This page
|
19,372 | $1,731,856 | |
| 3 | AFL |
Aflac Inc
|
12,702 | $1,489,309 | |
| 4 | PRU |
Prudential Financial Inc
|
13,778 | $1,487,059 | |
| 5 | MFC |
Manulife Financial Corp
|
34,311 | $1,389,938 | |
| 6 | LNC |
Lincoln National Corp
|
21,873 | $773,210 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
10,539 | $537,278 | |
| 8 | GNW |
Genworth Financial Inc
|
53,572 | $507,326 |
All Filings in UNM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,731,856 | 19,372 | Shares | Sole | 2026-08-05 | |
| 2024-12-31 | $514,423 | 7,044 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $404,726 | 6,809 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $322,350 | 6,307 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $302,910 | 5,645 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $242,469 | 5,362 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $292,975 | 5,956 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $338,860 | 7,104 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $252,748 | 6,389 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $246,015 | 5,996 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||