STIFEL FINANCIAL CORP

Position in UNM — Unum Group

CIK 720672 ST. LOUIS, MO

Position in UNM

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$10,892,716

-$3,342,406 QoQ

Shares Held

149,154

-18.8% QoQ

Ownership

0.093%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 96.6980436327554.ToString("F0")% Shared 0.ToString("F0")% None 3.3019563672445926.ToString("F0")%

Financial Services · as of Mar 31, 2026

STIFEL FINANCIAL CORP holds $412,653,546 across 12 Insurance - Life names. UNM ranks #5 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	2,836,461	$200,594,518
2	PRU	Prudential Financial Inc	875,633	$85,540,585
3	AFL	Aflac Inc	459,380	$50,398,577
4	GL	Globe Life Inc.	223,134	$31,053,558
5	UNM	Unum Group This page	149,154	$10,892,716
6	LNC	Lincoln National Corp	285,249	$10,126,339
7	MFC	Manulife Financial Corp	260,321	$8,965,454
8	PRI	Primerica, Inc.	34,452	$8,629,535

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,892,716	149,154	-18.8%	Shares	Defined	2026-05-12
2025-12-31	$14,235,122	183,679	-4.2%	Shares	Defined	2026-02-13
2025-09-30	$14,918,125	191,799	-23.8%	Shares	Defined	2025-11-12
2025-06-30	$20,329,552	251,728	+23.5%	Shares	Defined	2025-08-14
2025-03-31	$16,599,674	203,777	-9.8%	Shares	Defined	2025-05-14
2024-12-31	$16,490,246	225,801	+1.0%	Shares	Defined	2025-02-13
2024-09-30	$13,282,640	223,463	+9.0%	Shares	Defined	2024-11-14
2024-06-30	$10,473,614	204,923	+3.1%	Shares	Defined	2024-08-13
2024-03-31	$10,664,977	198,751	-9.9%	Shares	Defined	2024-05-14
2023-12-31	$9,979,555	220,689	-8.2%	Shares	Defined	2024-02-12
2023-09-30	$11,824,095	240,376	+25.8%	Shares	Defined	2023-11-13
2023-06-30	$9,112,178	191,031	-0.9%	Shares	Defined	2023-08-14
2023-03-31	$7,625,901	192,768	+4.5%	Shares	Defined	2023-05-12
2022-12-31	$7,566,094	184,404	-14.8%	Shares	Defined	2023-02-13
2022-09-30	$8,399,307	216,477	+88.3%	Shares	Defined	2022-11-14
2022-06-30	$3,911,924	114,989	+102.2%	Shares	Defined	2022-08-15
2022-03-31	$1,791,657	56,860	+17.5%	Shares	Defined	2022-05-13
2021-12-31	$1,188,769	48,383	+74.9%	Shares	Defined	2022-02-14
2021-09-30	$693,084	27,657	-16.4%	Shares	Defined	2021-11-15
2021-06-30	$940,038	33,100	+75.4%	Shares	Defined	2021-08-13
2021-03-31	$525,150	18,870	-1.4%	Shares	Defined	2021-05-14
2020-12-31	$438,817	19,129	-1.2%	Shares	Defined	2021-02-12
2020-09-30	$325,794	19,358	+5.9%	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.