Concurrent Investment Advisors, LLC

Position in UNM — Unum Group

CIK 2001015 Tampa, FL

Position in UNM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,316,354

+$439,922 QoQ

Shares Held

25,910

+0.8% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#236

of 754 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $19,982,006 across 9 Insurance - Life names. UNM ranks #3 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	69,734	$8,176,310
2	MET	Metlife Inc	52,634	$4,453,362
3	UNM	Unum Group This page	25,910	$2,316,354
4	PRU	Prudential Financial Inc	14,159	$1,528,180
5	MFC	Manulife Financial Corp	26,248	$1,063,305
6	LNC	Lincoln National Corp	28,830	$1,019,140
7	JXN	Jackson Financial Inc.	8,166	$836,116
8	PUK	Prudential PLC	14,354	$384,830

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,316,354	25,910	+0.8%	Shares	Sole	2026-07-27
2026-03-31	$1,876,432	25,694	+1.5%	Shares	Sole	2026-04-21
2025-12-31	$1,962,222	25,319	-1.0%	Shares	Sole	2026-01-29
2025-09-30	$1,989,379	25,577	-18.6%	Shares	Sole	2025-10-27
2025-06-30	$2,537,075	31,415	+0.0%	Shares	Sole	2025-07-25
2025-03-31	$2,557,925	31,401	+58.0%	Shares	Sole	2025-04-29
2024-12-31	$1,451,617	19,877	+10.7%	Shares	Sole	2025-02-03
2024-09-30	$1,066,948	17,950	+3.9%	Shares	Sole	2024-10-30
2024-06-30	$882,976	17,276	+4.7%	Shares	Sole	2024-07-30
2024-03-31	$885,604	16,504	-2.8%	Shares	Sole	2024-05-07
2023-12-31	$768,197	16,988	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.