Position in UNM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$85,198
+$15,601 QoQ
Shares Held
953
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#606
of 754 holders
Holding Since
Mar 2026
2 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, 2026Cassaday & Co Wealth Management LLC holds $2,004,105 across 8 Insurance - Life names. UNM ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
15,276 | $618,830 | |
| 2 | AFL |
Aflac Inc
|
4,521 | $530,087 | |
| 3 | GL |
Globe Life Inc.
|
2,400 | $428,832 | |
| 4 | MET |
Metlife Inc
|
2,991 | $253,068 | |
| 5 | UNM |
Unum Group
This page
|
953 | $85,198 | |
| 6 | PRU |
Prudential Financial Inc
|
699 | $75,443 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
196 | $12,406 | |
| 8 | PUK |
Prudential PLC
|
9 | $241 |
All Filings in UNM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,198 | 953 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $69,597 | 953 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||