Position in UNM
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,414,956
+$145,584 QoQ
Shares Held
19,375
+18.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026STEPHENS INC /AR/ holds $17,289,791 across 9 Insurance - Life names. UNM ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FG |
F&G Annuities & Life, Inc.
|
266,175 | $6,739,551 | |
| 2 | PRU |
Prudential Financial Inc
|
30,773 | $3,006,214 | |
| 3 | MET |
Metlife Inc
|
33,197 | $2,347,691 | |
| 4 | AFL |
Aflac Inc
|
19,038 | $2,088,658 | |
| 5 | UNM |
Unum Group
This page
|
19,375 | $1,414,956 | |
| 6 | GL |
Globe Life Inc.
|
3,845 | $535,108 | |
| 7 | LNC |
Lincoln National Corp
|
12,002 | $426,071 | |
| 8 | MFC |
Manulife Financial Corp
|
11,459 | $394,647 |
All Filings in UNM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,414,956 | 19,375 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $1,269,372 | 16,379 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,291,070 | 16,599 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,368,397 | 16,944 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $1,438,502 | 17,659 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $1,319,359 | 18,066 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $1,124,367 | 18,916 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $970,425 | 18,987 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $1,036,657 | 19,319 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $895,446 | 19,802 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $966,485 | 19,648 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $953,141 | 19,982 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $870,517 | 22,005 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $998,259 | 24,330 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $998,828 | 25,743 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $928,099 | 27,281 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $984,908 | 31,257 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $970,416 | 39,496 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $1,063,696 | 42,446 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $852,880 | 30,031 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $606,833 | 21,805 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $525,326 | 22,900 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $387,207 | 23,007 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $386,165 | 23,277 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $430,847 | 28,704 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||