Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$55,273,068
+$12,898,873 QoQ
Shares Held
618,267
+6.6% QoQ
Ownership
0.391%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#41
of 754 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Derivatives in UNM
reported options exposure · as of Dec 31, 2022CallValue
$0
CallShares
0
PutValue
$2,461,800
PutShares
60,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Life
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $1,563,101,239 across 17 Insurance - Life names. UNM ranks #9 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
5,382,630 | $455,424,320 | |
| 2 | AFL |
Aflac Inc
|
2,085,422 | $244,515,727 | |
| 3 | PRU |
Prudential Financial Inc
|
1,936,042 | $208,957,010 | |
| 4 | MFC |
Manulife Financial Corp
|
3,583,735 | $145,177,100 | |
| 5 | GL |
Globe Life Inc.
|
680,759 | $121,638,014 | |
| 6 | PUK |
Prudential PLC
|
3,297,386 | $88,402,916 | |
| 7 | FG |
F&G Annuities & Life, Inc.
|
2,224,783 | $59,156,979 | |
| 8 | LNC |
Lincoln National Corp
|
1,592,814 | $56,305,974 |
All Filings in UNM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,273,068 | 618,267 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $42,374,195 | 580,230 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $37,942,448 | 489,580 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $39,509,825 | 507,969 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $42,417,006 | 525,223 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $42,339,075 | 519,753 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $26,337,098 | 360,634 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $26,626,324 | 447,953 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $28,221,713 | 552,176 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $32,333,580 | 602,564 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $18,493,169 | 408,960 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $25,811,810 | 524,737 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $25,947,127 | 543,965 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $21,497,850 | 543,424 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,461,800 | 60,000 | Put | Defined | 2023-02-10 | |
| 2022-12-31 | $23,884,956 | 582,134 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $19,909,985 | 513,144 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $17,630,284 | 518,233 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $19,547,447 | 620,357 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $14,597,181 | 594,106 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $14,449,192 | 576,584 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,761,409 | 519,768 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $21,773,966 | 782,392 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $16,204,997 | 706,408 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $13,866,823 | 823,935 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $15,119,925 | 911,388 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $12,068,743 | 804,047 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||