Position in UNM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$27,536,764
+$5,718,112 QoQ
Shares Held
377,061
+33.9% QoQ
Ownership
0.236%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026Freestone Grove Partners LP holds $87,647,306 across 6 Insurance - Life names. UNM ranks #2 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
|
273,565 | $38,072,041 | |
| 2 | UNM |
Unum Group
This page
|
377,061 | $27,536,764 | |
| 3 | JXN |
Jackson Financial Inc.
|
99,732 | $10,543,667 | |
| 4 | LNC |
Lincoln National Corp
|
275,629 | $9,784,829 | |
| 5 | FG |
F&G Annuities & Life, Inc.
|
37,126 | $940,030 | |
| 6 | PRI |
Primerica, Inc.
|
3,074 | $769,975 |
All Filings in UNM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,536,764 | 377,061 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,818,652 | 281,531 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,455,690 | 275,851 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $47,779,635 | 591,625 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $88,074,226 | 1,081,196 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $65,096,166 | 891,362 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||