Position in UNM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$4,738
+$868 QoQ
Shares Held
53
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#691
of 751 holders
Holding Since
Dec 2023
11 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, 2026DiNuzzo Private Wealth, Inc. holds $34,494 across 10 Insurance - Life names. UNM ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
92 | $9,929 | |
| 2 | AFL |
Aflac Inc
|
67 | $7,855 | |
| 3 | UNM |
Unum Group
This page
|
53 | $4,738 | |
| 4 | GL |
Globe Life Inc.
|
22 | $3,930 | |
| 5 | PRI |
Primerica, Inc.
|
10 | $2,842 | |
| 6 | JXN |
Jackson Financial Inc.
|
18 | $1,843 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
19 | $1,202 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
22 | $1,121 |
All Filings in UNM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,738 | 53 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $3,870 | 53 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,107 | 53 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $4,122 | 53 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,441 | 55 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,317 | 53 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,870 | 53 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,150 | 53 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,657 | 52 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,468 | 46 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,080 | 46 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||