Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,051,372
+$404,693 QoQ
Shares Held
22,946
+1.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#244
of 754 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Laird Norton Wetherby Trust Company, LLC holds $14,276,418 across 9 Insurance - Life names. UNM ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
36,851 | $4,320,779 | |
| 2 | MET |
Metlife Inc
|
28,653 | $2,424,330 | |
| 3 | UNM |
Unum Group
This page
|
22,946 | $2,051,372 | |
| 4 | MFC |
Manulife Financial Corp
|
48,251 | $1,954,647 | |
| 5 | GL |
Globe Life Inc.
|
6,726 | $1,201,800 | |
| 6 | PRU |
Prudential Financial Inc
|
9,664 | $1,043,035 | |
| 7 | PUK |
Prudential PLC
|
22,433 | $601,427 | |
| 8 | LNC |
Lincoln National Corp
|
9,714 | $343,389 |
All Filings in UNM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,051,372 | 22,946 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,646,679 | 22,548 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,648,967 | 21,277 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||