Position in UNM
as of Jun 30, 2026
· filed Aug 28, 2026
Position Value
$2,503
+$459 QoQ
Shares Held
28
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#710
of 754 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Cornerstone Financial Management LLC holds $61,109 across 8 Insurance - Life names. UNM ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
165 | $17,808 | |
| 2 | MET |
Metlife Inc
|
160 | $13,537 | |
| 3 | AFL |
Aflac Inc
|
107 | $12,545 | |
| 4 | MFC |
Manulife Financial Corp
|
262 | $10,613 | |
| 5 | UNM |
Unum Group
This page
|
28 | $2,503 | |
| 6 | LNC |
Lincoln National Corp
|
47 | $1,661 | |
| 7 | JXN |
Jackson Financial Inc.
|
16 | $1,638 | |
| 8 | PUK |
Prudential PLC
|
30 | $804 |
All Filings in UNM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,503 | 28 | Shares | Sole | 2026-08-28 | |
| 2026-03-31 | $2,044 | 28 | Shares | Sole | 2026-08-28 | |
| 2025-12-31 | $2,170 | 28 | Shares | Sole | 2026-08-28 | |
| No filing history on record for this holder in this stock. | ||||||