Position in UNM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,274
+$966 QoQ
Shares Held
59
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#689
of 754 holders
Holding Since
Sep 2024
5 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, 2026Colonial Trust Co / SC holds $1,011,099 across 9 Insurance - Life names. UNM ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
4,849 | $568,545 | |
| 2 | MET |
Metlife Inc
|
3,775 | $319,402 | |
| 3 | MFC |
Manulife Financial Corp
|
2,053 | $83,167 | |
| 4 | PRU |
Prudential Financial Inc
|
229 | $24,715 | |
| 5 | BHF |
Brighthouse Financial, Inc.
|
99 | $6,266 | |
| 6 | UNM |
Unum Group
This page
|
59 | $5,274 | |
| 7 | LNC |
Lincoln National Corp
|
75 | $2,651 | |
| 8 | GL |
Globe Life Inc.
|
5 | $893 |
All Filings in UNM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,274 | 59 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,308 | 59 | Shares | Sole | 2026-05-12 | |
| 2025-03-31 | $4,073 | 50 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,527 | 62 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,685 | 62 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||