Position in UNM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$22,886
+$4,191 QoQ
Shares Held
256
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#645
of 754 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, 2026Private Wealth Management Group, LLC holds $169,967 across 10 Insurance - Life names. UNM ranks #2 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
896 | $36,296 | |
| 2 | UNM |
Unum Group
This page
|
256 | $22,886 | |
| 3 | AFL |
Aflac Inc
|
195 | $22,863 | |
| 4 | PRU |
Prudential Financial Inc
|
211 | $22,773 | |
| 5 | MET |
Metlife Inc
|
252 | $21,321 | |
| 6 | GL |
Globe Life Inc.
|
71 | $12,686 | |
| 7 | JXN |
Jackson Financial Inc.
|
122 | $12,491 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
190 | $9,686 |
All Filings in UNM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,886 | 256 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $18,695 | 256 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $19,840 | 256 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $19,911 | 256 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $20,674 | 256 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $24,763 | 304 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $23,442 | 321 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $20,328 | 342 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $17,479 | 342 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $28,064 | 523 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $23,650 | 523 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||