Position in UNM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$170,217
+$31,168 QoQ
Shares Held
1,904
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#582
of 751 holders
Holding Since
Dec 2022
15 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, 2026New England Capital Financial Advisors LLC holds $799,647 across 8 Insurance - Life names. UNM ranks #3 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
2,468 | $289,373 | |
| 2 | MFC |
Manulife Financial Corp
|
6,752 | $273,523 | |
| 3 | UNM |
Unum Group
This page
|
1,904 | $170,217 | |
| 4 | MET |
Metlife Inc
|
363 | $30,713 | |
| 5 | PRU |
Prudential Financial Inc
|
178 | $19,211 | |
| 6 | PRI |
Primerica, Inc.
|
50 | $14,210 | |
| 7 | LNC |
Lincoln National Corp
|
50 | $1,767 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
10 | $633 |
All Filings in UNM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,217 | 1,904 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $139,049 | 1,904 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $147,560 | 1,904 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $148,093 | 1,904 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $153,767 | 1,904 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $155,099 | 1,904 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $139,049 | 1,904 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $113,173 | 1,904 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $97,313 | 1,904 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $102,168 | 1,904 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $86,098 | 1,904 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $93,657 | 1,904 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $90,820 | 1,904 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $75,322 | 1,904 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $78,121 | 1,904 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||