Position in UNM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,681,256
+$328,960 QoQ
Shares Held
18,806
+1.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#272
of 754 holders
Holding Since
Sep 2023
11 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, 2026Envestnet Portfolio Solutions, Inc. holds $9,128,647 across 7 Insurance - Life names. UNM ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
|
13,320 | $2,380,017 | |
| 2 | UNM |
Unum Group
This page
|
18,806 | $1,681,256 | |
| 3 | PRI |
Primerica, Inc.
|
5,797 | $1,647,507 | |
| 4 | MET |
Metlife Inc
|
18,973 | $1,605,305 | |
| 5 | PRU |
Prudential Financial Inc
|
9,246 | $997,920 | |
| 6 | AFL |
Aflac Inc
|
4,567 | $535,480 | |
| 7 | JXN |
Jackson Financial Inc.
|
2,746 | $281,162 |
All Filings in UNM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,681,256 | 18,806 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,352,296 | 18,517 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,520,782 | 19,623 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,497,031 | 19,247 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,659,779 | 20,552 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $406,485 | 4,990 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $400,642 | 5,486 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $274,969 | 4,626 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $218,699 | 4,279 | Shares | Sole | 2024-07-16 | |
| 2023-12-31 | $253,865 | 5,614 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $305,125 | 6,203 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||