Position in UNM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$17,254
+$4,036 QoQ
Shares Held
193
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#657
of 754 holders
Holding Since
Mar 2024
10 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 Jun 30, 2026Fortitude Family Office, LLC holds $247,965 across 14 Insurance - Life names. UNM ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
733 | $62,019 | |
| 2 | MFC |
Manulife Financial Corp
|
1,035 | $41,927 | |
| 3 | GL |
Globe Life Inc.
|
168 | $30,018 | |
| 4 | PRU |
Prudential Financial Inc
|
206 | $22,233 | |
| 5 | AFL |
Aflac Inc
|
184 | $21,574 | |
| 6 | UNM |
Unum Group
This page
|
193 | $17,254 | |
| 7 | JXN |
Jackson Financial Inc.
|
131 | $13,413 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
188 | $9,584 |
All Filings in UNM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,254 | 193 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $13,218 | 181 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $8,370 | 108 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $9,489 | 122 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $9,852 | 122 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $6,435 | 79 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $5,769 | 79 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $4,517 | 76 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,168 | 62 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,326 | 62 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||