Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,977,841
+$9,532,807 QoQ
Shares Held
603,779
-0.8% QoQ
Ownership
0.381%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#42
of 754 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026SEI INVESTMENTS CO holds $286,543,946 across 15 Insurance - Life names. UNM ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
615,303 | $66,409,651 | |
| 2 | UNM |
Unum Group
This page
|
603,779 | $53,977,841 | |
| 3 | MET |
Metlife Inc
|
510,914 | $43,228,432 | |
| 4 | JXN |
Jackson Financial Inc.
|
248,943 | $25,489,272 | |
| 5 | LNC |
Lincoln National Corp
|
560,828 | $19,825,268 | |
| 6 | PRI |
Primerica, Inc.
|
64,515 | $18,335,163 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
313,440 | $15,979,170 | |
| 8 | AFL |
Aflac Inc
|
134,542 | $15,775,049 |
All Filings in UNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,977,841 | 603,779 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $44,445,034 | 608,586 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $42,935,929 | 554,012 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $38,729,071 | 497,931 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $34,791,568 | 430,802 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $31,761,579 | 389,904 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $29,014,963 | 397,302 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $21,883,073 | 368,154 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $21,126,317 | 413,350 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $20,263,463 | 377,627 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $8,297,959 | 183,502 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $11,783,119 | 239,543 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $9,685,675 | 203,054 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $12,483,038 | 315,547 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,425,171 | 278,459 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $9,485,784 | 244,479 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,250,372 | 95,543 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,482,357 | 78,780 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $818,549 | 33,315 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $671,005 | 26,776 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,681,762 | 59,217 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $1,347,082 | 48,404 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,110,386 | 48,404 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $860,113 | 51,106 | Shares | Defined | 2020-12-04 | |
| 2020-06-30 | $1,420,119 | 85,601 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $950,523 | 63,326 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||