MEANS INVESTMENT CO., INC.

Position in UNM — Unum Group

CIK 701516 BANGOR, ME

Position in UNM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$520,129

+$96,921 QoQ

Shares Held

5,818

+0.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#406

of 751 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MEANS INVESTMENT CO., INC. holds $1,573,094 across 4 Insurance - Life names. UNM ranks #1 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNM	Unum Group This page	5,818	$520,129
2	MET	Metlife Inc	4,566	$386,329
3	PRU	Prudential Financial Inc	3,364	$363,076
4	AFL	Aflac Inc	2,589	$303,560

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$520,129	5,818	+0.4%	Shares	Sole	2026-08-14
2026-03-31	$423,208	5,795	+0.4%	Shares	Sole	2026-04-24
2025-12-31	$447,175	5,770	+0.4%	Shares	Sole	2026-01-26
2025-09-30	$446,923	5,746	+0.5%	Shares	Sole	2025-11-06
2025-06-30	$461,866	5,719	+4.7%	Shares	Sole	2025-07-25
2025-03-31	$444,934	5,462	-18.9%	Shares	Sole	2025-04-21
2024-12-31	$491,637	6,732	+0.3%	Shares	Sole	2025-01-24
2024-09-30	$399,020	6,713	+0.6%	Shares	Sole	2024-10-18
2024-06-30	$341,108	6,674	+0.5%	Shares	Sole	2024-07-19
2024-03-31	$356,302	6,640	+0.6%	Shares	Sole	2024-04-17
2023-12-31	$298,587	6,603	-1.7%	Shares	Sole	2024-01-25
2023-09-30	$330,310	6,715	-9.7%	Shares	Sole	2023-10-25
2023-06-30	$354,744	7,437	+0.6%	Shares	Sole	2023-07-31
2023-03-31	$292,546	7,395	+10.4%	Shares	Sole	2023-05-08
2022-12-31	$274,901	6,700	+0.3%	Shares	Sole	2023-01-27
2022-09-30	$259,067	6,677	+1.9%	Shares	Sole	2022-10-17
2022-06-30	$222,967	6,554	+0.7%	Shares	Sole	2022-07-21
2022-03-31	$205,035	6,507	—	Shares	Sole	2022-04-26
No filing history on record for this holder in this stock.