Position in UNM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$116,309
+$31,887 QoQ
Shares Held
1,301
+12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#591
of 754 holders
Holding Since
Dec 2024
7 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, 2026WPG Advisers, LLC holds $232,636 across 12 Insurance - Life names. UNM ranks #1 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
This page
|
1,301 | $116,309 | |
| 2 | MET |
Metlife Inc
|
595 | $50,342 | |
| 3 | PUK |
Prudential PLC
|
720 | $19,303 | |
| 4 | LNC |
Lincoln National Corp
|
320 | $11,312 | |
| 5 | PRU |
Prudential Financial Inc
|
95 | $10,253 | |
| 6 | GL |
Globe Life Inc.
|
40 | $7,147 | |
| 7 | AFL |
Aflac Inc
|
39 | $4,572 | |
| 8 | PRI |
Primerica, Inc.
|
14 | $3,978 |
All Filings in UNM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,309 | 1,301 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $84,422 | 1,156 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $103,152 | 1,331 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $100,958 | 1,298 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $107,330 | 1,329 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $78,445 | 963 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $66,238 | 907 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||