BAILARD, INC.

Position in UNM — Unum Group

CIK 750641 Foster City, CA

Position in UNM

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$2,110,555

+$739,709 QoQ

Shares Held

23,608

+25.8% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#239

of 751 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 26% Shared 0% None 74%

Financial Services · as of Jun 30, 2026

BAILARD, INC. holds $11,105,286 across 5 Insurance - Life names. UNM ranks #3 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	42,307	$4,960,495
2	PRU	Prudential Financial Inc	26,044	$2,810,928
3	UNM	Unum Group This page	23,608	$2,110,555
4	CNO	CNO Financial Group, Inc.	18,031	$919,220
5	MET	Metlife Inc	3,594	$304,088

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,110,555	23,608	+25.8%	Shares	Sole	2026-07-30
2026-03-31	$1,370,846	18,771	-0.2%	Shares	Sole	2026-05-11
2025-12-31	$1,457,620	18,808	+11.9%	Shares	Sole	2026-02-04
2025-09-30	$1,306,937	16,803	+31.0%	Shares	Sole	2025-10-30
2025-06-30	$1,035,747	12,825	-2.8%	Shares	Sole	2025-08-08
2025-03-31	$1,074,946	13,196	+186.9%	Shares	Sole	2025-05-02
2023-12-31	$208,012	4,600	0.0%	Shares	Sole	2024-02-02
2023-09-30	$226,274	4,600	0.0%	Shares	Sole	2023-10-24
2023-06-30	$219,420	4,600	-36.3%	Shares	Sole	2023-07-20
2021-03-31	$200,849	7,217	-53.7%	Shares	Sole	2021-05-13
2020-03-31	$234,156	15,600	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.