Position in UNM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,143,499
+$4,277,302 QoQ
Shares Held
207,360
+47.9% QoQ
Ownership
0.130%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 93.60095467261381.ToString("F0")%
Shared 2.147035232897079.ToString("F0")%
None 4.252010094489113.ToString("F0")%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $136,280,823 across 13 Insurance - Life names. UNM ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
461,778 | $50,661,664 | |
| 2 | MET |
Metlife Inc
|
503,635 | $35,617,067 | |
| 3 | PRU |
Prudential Financial Inc
|
170,468 | $16,653,018 | |
| 4 | UNM |
Unum Group
This page
|
207,360 | $15,143,499 | |
| 5 | PRI |
Primerica, Inc.
|
22,820 | $5,715,953 | |
| 6 | MFC |
Manulife Financial Corp
|
103,415 | $3,561,612 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
41,565 | $2,488,912 | |
| 8 | LNC |
Lincoln National Corp
|
54,339 | $1,929,034 |
All Filings in UNM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,143,499 | 207,360 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $10,866,197 | 140,209 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $10,185,834 | 130,957 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $10,697,790 | 132,464 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $10,876,945 | 133,525 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $10,269,769 | 140,624 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $8,941,855 | 150,435 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $7,900,379 | 154,576 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $8,381,369 | 156,194 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,732,574 | 170,999 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $9,088,146 | 184,756 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $8,849,637 | 185,527 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $6,735,208 | 170,253 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $7,002,179 | 170,660 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||