Position in UNM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$17,631,267
-$1,428,307 QoQ
Shares Held
241,425
-1.8% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 1.008180594387491.ToString("F0")%
Shared 0.ToString("F0")%
None 98.99181940561252.ToString("F0")%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $521,578,135 across 15 Insurance - Life names. UNM ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
1,454,102 | $159,529,529 | |
| 2 | MET |
Metlife Inc
|
1,251,660 | $88,517,393 | |
| 3 | GL |
Globe Life Inc.
|
606,215 | $84,366,940 | |
| 4 | PRU |
Prudential Financial Inc
|
573,921 | $56,066,340 | |
| 5 | PRI |
Primerica, Inc.
|
134,815 | $33,768,460 | |
| 6 | JXN |
Jackson Financial Inc.
|
266,899 | $28,216,561 | |
| 7 | MFC |
Manulife Financial Corp
|
668,272 | $23,015,286 | |
| 8 | UNM |
Unum Group
This page
|
241,425 | $17,631,267 |
All Filings in UNM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||