Position in UNM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,912,045
+$2,229,509 QoQ
Shares Held
110,873
+5.4% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#123
of 751 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026US BANCORP \DE\ holds $65,706,360 across 13 Insurance - Life names. UNM ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
182,439 | $21,390,971 | |
| 2 | MFC |
Manulife Financial Corp
|
263,339 | $10,667,861 | |
| 3 | UNM |
Unum Group
This page
|
110,873 | $9,912,045 | |
| 4 | PRU |
Prudential Financial Inc
|
85,078 | $9,182,467 | |
| 5 | MET |
Metlife Inc
|
82,886 | $7,012,982 | |
| 6 | GL |
Globe Life Inc.
|
13,582 | $2,426,830 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
34,152 | $2,161,820 | |
| 8 | PUK |
Prudential PLC
|
51,421 | $1,378,595 |
All Filings in UNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,912,045 | 110,873 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $7,682,536 | 105,197 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,509,517 | 96,897 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $7,566,048 | 97,275 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $7,753,523 | 96,007 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $7,795,965 | 95,703 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $6,949,241 | 95,156 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $5,540,996 | 93,220 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $4,770,299 | 93,334 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $5,011,736 | 93,398 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $4,359,523 | 96,407 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,827,898 | 98,148 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $4,885,004 | 102,411 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $4,063,879 | 102,727 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $4,194,414 | 102,228 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,342,030 | 111,908 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $4,005,990 | 117,754 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $3,911,241 | 124,127 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $3,062,478 | 124,643 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $3,159,488 | 126,077 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $3,532,419 | 124,381 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $3,436,698 | 123,489 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $2,835,635 | 123,611 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $2,224,993 | 132,204 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $2,190,891 | 132,061 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $1,950,623 | 129,955 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||