Position in UNM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$369,880,609
+$71,598,193 QoQ
Shares Held
4,137,367
+1.3% QoQ
Ownership
2.61%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#7
of 754 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 11%
None 2%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,399,325,666 across 18 Insurance - Life names. UNM ranks #6 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
7,190,673 | $608,402,839 | |
| 2 | AFL |
Aflac Inc
|
4,586,923 | $537,816,720 | |
| 3 | GL |
Globe Life Inc.
|
2,393,372 | $427,647,705 | |
| 4 | PRU |
Prudential Financial Inc
|
3,909,820 | $421,986,871 | |
| 5 | JXN |
Jackson Financial Inc.
|
4,117,157 | $421,555,704 | |
| 6 | UNM |
Unum Group
This page
|
4,137,367 | $369,880,609 | |
| 7 | MFC |
Manulife Financial Corp
|
8,317,286 | $336,933,254 | |
| 8 | LNC |
Lincoln National Corp
|
8,571,956 | $303,018,642 |
All Filings in UNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,880,609 | 4,137,367 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $298,282,416 | 4,084,382 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $293,857,679 | 3,791,712 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $293,843,504 | 3,777,880 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $290,613,161 | 3,598,479 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $349,290,133 | 4,287,873 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $361,809,605 | 4,954,260 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $299,528,917 | 5,039,181 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $271,031,165 | 5,302,899 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $285,405,357 | 5,318,773 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $243,782,465 | 5,391,032 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $279,247,003 | 5,676,906 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $303,250,744 | 6,357,458 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $294,483,370 | 7,443,968 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $343,998,019 | 8,384,061 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $339,323,497 | 8,745,451 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $293,669,209 | 8,632,252 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $264,189,797 | 8,384,316 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $196,457,002 | 7,995,808 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $218,928,294 | 8,736,165 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $253,633,072 | 8,930,742 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $235,962,554 | 8,478,712 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $168,651,094 | 7,351,835 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $118,516,944 | 7,042,005 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $114,499,037 | 6,901,690 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $94,594,821 | 6,302,120 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||