STEPHENS INC /AR/

Position in UNM — Unum Group

CIK 757657 LITTLE ROCK, AR

Position in UNM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,704,232

+$289,276 QoQ

Shares Held

19,063

-1.6% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#270

of 756 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

STEPHENS INC /AR/ holds $16,532,702 across 8 Insurance - Life names. UNM ranks #4 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FG	F&G Annuities & Life, Inc.	268,887	$7,149,705
2	MET	Metlife Inc	30,444	$2,575,866
3	AFL	Aflac Inc	19,425	$2,277,581
4	UNM	Unum Group This page	19,063	$1,704,232
5	PRU	Prudential Financial Inc	12,307	$1,328,294
6	GL	Globe Life Inc.	3,589	$641,282
7	MFC	Manulife Financial Corp	10,651	$431,472
8	LNC	Lincoln National Corp	12,002	$424,270

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,704,232	19,063	-1.6%	Shares	Defined	2026-07-29
2026-03-31	$1,414,956	19,375	+18.3%	Shares	Defined	2026-04-28
2025-12-31	$1,269,372	16,379	-1.3%	Shares	Defined	2026-02-05
2025-09-30	$1,291,070	16,599	-2.0%	Shares	Defined	2025-10-27
2025-06-30	$1,368,397	16,944	-4.0%	Shares	Defined	2025-07-29
2025-03-31	$1,438,502	17,659	-2.3%	Shares	Defined	2025-05-01
2024-12-31	$1,319,359	18,066	-4.5%	Shares	Defined	2025-01-28
2024-09-30	$1,124,367	18,916	-0.4%	Shares	Defined	2024-10-28
2024-06-30	$970,425	18,987	-1.7%	Shares	Defined	2024-08-06
2024-03-31	$1,036,657	19,319	-2.4%	Shares	Defined	2024-05-15
2023-12-31	$895,446	19,802	+0.8%	Shares	Defined	2024-02-13
2023-09-30	$966,485	19,648	-1.7%	Shares	Defined	2023-11-14
2023-06-30	$953,141	19,982	-9.2%	Shares	Defined	2023-08-14
2023-03-31	$870,517	22,005	-9.6%	Shares	Defined	2023-05-15
2022-12-31	$998,259	24,330	-5.5%	Shares	Defined	2023-02-14
2022-09-30	$998,828	25,743	-5.6%	Shares	Defined	2022-11-02
2022-06-30	$928,099	27,281	-12.7%	Shares	Defined	2022-08-03
2022-03-31	$984,908	31,257	-20.9%	Shares	Defined	2022-05-04
2021-12-31	$970,416	39,496	-7.0%	Shares	Defined	2022-03-07
2021-09-30	$1,063,696	42,446	+41.3%	Shares	Defined	2021-10-27
2021-06-30	$852,880	30,031	+37.7%	Shares	Defined	2021-08-12
2021-03-31	$606,833	21,805	-4.8%	Shares	Defined	2021-05-14
2020-12-31	$525,326	22,900	-0.5%	Shares	Defined	2021-02-10
2020-09-30	$387,207	23,007	-1.2%	Shares	Defined	2020-11-13
2020-06-30	$386,165	23,277	-18.9%	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.