Position in UNM
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$3,440,005
+$570,103 QoQ
Shares Held
47,104
+27.2% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $94,690,671 across 13 Insurance - Life names. UNM ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
246,423 | $27,035,067 | |
| 2 | PRU |
Prudential Financial Inc
|
231,439 | $22,609,275 | |
| 3 | MET |
Metlife Inc
|
164,878 | $11,660,172 | |
| 4 | JXN |
Jackson Financial Inc.
|
78,102 | $8,256,943 | |
| 5 | LNC |
Lincoln National Corp
|
190,592 | $6,766,016 | |
| 6 | MFC |
Manulife Financial Corp
|
159,241 | $5,484,260 | |
| 7 | GL |
Globe Life Inc.
|
34,276 | $4,770,190 | |
| 8 | UNM |
Unum Group
This page
|
47,104 | $3,440,005 |
All Filings in UNM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,440,005 | 47,104 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,869,902 | 37,031 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,082,732 | 39,634 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,443,121 | 42,634 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,643,950 | 44,733 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,198,860 | 43,802 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,466,225 | 41,491 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,166,859 | 42,396 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,646,779 | 49,325 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,499,625 | 55,277 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,510,706 | 51,041 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,371,787 | 49,723 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,058,979 | 52,047 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,806,509 | 44,029 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,929,446 | 49,728 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,274,953 | 125,660 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $4,032,271 | 127,968 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,388,939 | 178,630 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $4,822,771 | 192,449 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $5,523,516 | 194,490 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $7,679,354 | 275,938 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $5,061,802 | 220,654 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,052,935 | 62,563 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $939,458 | 56,628 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $563,550 | 37,545 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||