Position in UNM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$10,906
+$3,020 QoQ
Shares Held
122
+13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#669
of 754 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $342,034 across 15 Insurance - Life names. UNM ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNC |
Lincoln National Corp
|
2,518 | $89,011 | |
| 2 | MFC |
Manulife Financial Corp
|
2,025 | $82,032 | |
| 3 | MET |
Metlife Inc
|
460 | $38,919 | |
| 4 | GL |
Globe Life Inc.
|
210 | $37,521 | |
| 5 | CNO |
CNO Financial Group, Inc.
|
552 | $28,140 | |
| 6 | PRI |
Primerica, Inc.
|
74 | $21,030 | |
| 7 | UNM |
Unum Group
This page
|
122 | $10,906 | |
| 8 | GNW |
Genworth Financial Inc
|
1,015 | $9,611 |
All Filings in UNM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,906 | 122 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $7,886 | 108 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,495 | 58 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,511 | 58 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,684 | 58 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,724 | 58 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,235 | 58 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,447 | 58 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,964 | 58 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,112 | 58 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||