Position in UNM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,917
+$2,581 QoQ
Shares Held
55
+71.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#692
of 754 holders
Holding Since
Mar 2025
6 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, 2026Rialto Wealth Management, LLC holds $237,037 across 12 Insurance - Life names. UNM ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
1,688 | $197,918 | |
| 2 | MET |
Metlife Inc
|
98 | $8,291 | |
| 3 | PRU |
Prudential Financial Inc
|
57 | $6,152 | |
| 4 | GL |
Globe Life Inc.
|
32 | $5,717 | |
| 5 | UNM |
Unum Group
This page
|
55 | $4,917 | |
| 6 | PRI |
Primerica, Inc.
|
14 | $3,978 | |
| 7 | LNC |
Lincoln National Corp
|
92 | $3,252 | |
| 8 | JXN |
Jackson Financial Inc.
|
21 | $2,150 |
All Filings in UNM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,917 | 55 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,336 | 32 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,395 | 18 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,011 | 13 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,292 | 16 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,221 | 15 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||