Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$763,744
+$204,627 QoQ
Shares Held
8,543
+11.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#355
of 754 holders
Holding Since
Dec 2025
3 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, 2026Kera Capital Partners, Inc. holds $8,045,349 across 7 Insurance - Life names. UNM ranks #2 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JXN |
Jackson Financial Inc.
|
51,952 | $5,319,365 | |
| 2 | UNM |
Unum Group
This page
|
8,543 | $763,744 | |
| 3 | PRI |
Primerica, Inc.
|
2,200 | $625,240 | |
| 4 | GL |
Globe Life Inc.
|
2,552 | $455,991 | |
| 5 | AFL |
Aflac Inc
|
3,351 | $392,904 | |
| 6 | PRU |
Prudential Financial Inc
|
2,416 | $260,758 | |
| 7 | MET |
Metlife Inc
|
2,687 | $227,347 |
All Filings in UNM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $763,744 | 8,543 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $559,117 | 7,656 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $472,285 | 6,094 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||