Position in UNM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,930,909
-$961,807 QoQ
Shares Held
111,084
-25.5% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#121
of 751 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $482,672,093 across 12 Insurance - Life names. UNM ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
2,915,365 | $246,669,031 | |
| 2 | PRU |
Prudential Financial Inc
|
876,455 | $94,595,785 | |
| 3 | AFL |
Aflac Inc
|
460,337 | $53,974,511 | |
| 4 | GL |
Globe Life Inc.
|
217,702 | $38,898,992 | |
| 5 | LNC |
Lincoln National Corp
|
348,956 | $12,335,594 | |
| 6 | MFC |
Manulife Financial Corp
|
263,654 | $10,680,623 | |
| 7 | UNM |
Unum Group
This page
|
111,084 | $9,930,909 | |
| 8 | PRI |
Primerica, Inc.
|
27,693 | $7,870,349 |
All Filings in UNM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,930,909 | 111,084 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $10,892,716 | 149,154 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $14,235,122 | 183,679 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $14,918,125 | 191,799 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $20,329,552 | 251,728 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $16,599,674 | 203,777 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $16,490,246 | 225,801 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $13,282,640 | 223,463 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,473,614 | 204,923 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $10,664,977 | 198,751 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $9,979,555 | 220,689 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $11,824,095 | 240,376 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $9,112,178 | 191,031 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,625,901 | 192,768 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $7,566,094 | 184,404 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,399,307 | 216,477 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,911,924 | 114,989 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,791,657 | 56,860 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,188,769 | 48,383 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $693,084 | 27,657 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $940,038 | 33,100 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $525,150 | 18,870 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $438,817 | 19,129 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $325,794 | 19,358 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $303,363 | 18,286 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||