Position in UNM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$49,244,110
+$15,060,670 QoQ
Shares Held
550,829
+17.7% QoQ
Ownership
0.348%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#43
of 754 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $647,449,549 across 16 Insurance - Life names. UNM ranks #6 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNO |
CNO Financial Group, Inc.
|
3,872,719 | $197,431,211 | |
| 2 | AFL |
Aflac Inc
|
796,327 | $93,369,337 | |
| 3 | MFC |
Manulife Financial Corp
|
1,741,347 | $70,541,962 | |
| 4 | MET |
Metlife Inc
|
781,354 | $66,110,356 | |
| 5 | PRU |
Prudential Financial Inc
|
513,559 | $55,428,418 | |
| 6 | UNM |
Unum Group
This page
|
550,829 | $49,244,110 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
570,803 | $36,131,828 | |
| 8 | GL |
Globe Life Inc.
|
189,634 | $33,883,798 |
All Filings in UNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,244,110 | 550,829 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $34,183,440 | 468,074 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $26,876,223 | 346,790 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $28,966,357 | 372,414 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $58,925,319 | 729,635 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $62,832,619 | 771,331 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $44,586,930 | 610,529 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $27,897,685 | 469,342 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $15,995,484 | 312,962 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $15,866,132 | 295,679 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $15,196,585 | 336,059 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $18,996,979 | 386,196 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $22,684,354 | 475,563 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $14,593,959 | 368,907 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $17,783,508 | 433,427 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $17,154,061 | 442,115 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,812,779 | 317,836 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $6,646,969 | 210,948 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,903,041 | 199,554 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $6,648,567 | 265,306 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,241,603 | 114,141 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,800,963 | 136,578 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,300,835 | 143,890 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $2,488,246 | 147,846 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,020,329 | 121,780 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $557,711 | 37,156 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||