Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,395,447
+$2,764,180 QoQ
Shares Held
228,137
-5.5% QoQ
Ownership
0.144%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#83
of 751 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $583,227,289 across 13 Insurance - Life names. UNM ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
1,455,748 | $170,686,451 | |
| 2 | GL |
Globe Life Inc.
|
576,832 | $103,068,340 | |
| 3 | MET |
Metlife Inc
|
1,164,639 | $98,540,102 | |
| 4 | PRU |
Prudential Financial Inc
|
630,886 | $68,091,524 | |
| 5 | PRI |
Primerica, Inc.
|
121,942 | $34,655,916 | |
| 6 | MFC |
Manulife Financial Corp
|
665,538 | $26,960,942 | |
| 7 | JXN |
Jackson Financial Inc.
|
248,377 | $25,431,320 | |
| 8 | UNM |
Unum Group
This page
|
228,137 | $20,395,447 |
All Filings in UNM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,395,447 | 228,137 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $17,631,267 | 241,425 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $19,059,574 | 245,930 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $20,704,334 | 266,191 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $30,044,656 | 372,024 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $23,654,516 | 290,382 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $19,616,733 | 268,612 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||