Position in UNM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$472,657
+$131,462 QoQ
Shares Held
5,287
+13.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#420
of 754 holders
Holding Since
Sep 2024
8 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, 2026Compound Planning, Inc. holds $5,480,708 across 8 Insurance - Life names. UNM ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
14,743 | $1,728,616 | |
| 2 | MFC |
Manulife Financial Corp
|
32,472 | $1,315,440 | |
| 3 | PUK |
Prudential PLC
|
22,285 | $597,460 | |
| 4 | UNM |
Unum Group
This page
|
5,287 | $472,657 | |
| 5 | MET |
Metlife Inc
|
4,804 | $406,466 | |
| 6 | GL |
Globe Life Inc.
|
2,024 | $361,648 | |
| 7 | PRU |
Prudential Financial Inc
|
2,835 | $305,980 | |
| 8 | PRI |
Primerica, Inc.
|
1,029 | $292,441 |
All Filings in UNM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,657 | 5,287 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $341,195 | 4,672 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $411,215 | 5,306 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $447,079 | 5,748 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $512,260 | 6,343 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $468,313 | 5,749 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $330,460 | 4,525 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $223,197 | 3,755 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||