Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$49,065,402
+$21,528,638 QoQ
Shares Held
548,830
+45.6% QoQ
Ownership
0.347%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#44
of 754 holders
Holding Since
Dec 2024
7 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, 2026Freestone Grove Partners LP holds $202,835,607 across 7 Insurance - Life names. UNM ranks #3 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
1,183,835 | $100,164,279 | |
| 2 | GL |
Globe Life Inc.
|
274,736 | $49,089,828 | |
| 3 | UNM |
Unum Group
This page
|
548,830 | $49,065,402 | |
| 4 | LNC |
Lincoln National Corp
|
78,262 | $2,766,561 | |
| 5 | FG |
F&G Annuities & Life, Inc.
|
45,260 | $1,203,463 | |
| 6 | PRI |
Primerica, Inc.
|
1,921 | $545,948 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
2 | $126 |
All Filings in UNM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,065,402 | 548,830 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||