Position in UNM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$14,840
+$6,223 QoQ
Shares Held
166
+40.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#661
of 751 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, 2026Keating Financial Advisory Services, Inc. holds $326,505 across 13 Insurance - Life names. UNM ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
|
577 | $103,098 | |
| 2 | MET |
Metlife Inc
|
777 | $65,741 | |
| 3 | AFL |
Aflac Inc
|
502 | $58,859 | |
| 4 | PRU |
Prudential Financial Inc
|
395 | $42,632 | |
| 5 | UNM |
Unum Group
This page
|
166 | $14,840 | |
| 6 | JXN |
Jackson Financial Inc.
|
103 | $10,546 | |
| 7 | LNC |
Lincoln National Corp
|
286 | $10,110 | |
| 8 | GNW |
Genworth Financial Inc
|
731 | $6,922 |
All Filings in UNM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,840 | 166 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,617 | 118 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,315 | 146 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||