Position in UNM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$89,489
+$15,510 QoQ
Shares Held
1,001
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#603
of 754 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026HARBOUR INVESTMENTS, INC. holds $7,032,347 across 14 Insurance - Life names. UNM ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
20,760 | $2,434,110 | |
| 2 | PRU |
Prudential Financial Inc
|
15,600 | $1,683,708 | |
| 3 | JXN |
Jackson Financial Inc.
|
13,716 | $1,404,381 | |
| 4 | MET |
Metlife Inc
|
10,234 | $865,898 | |
| 5 | LNC |
Lincoln National Corp
|
8,090 | $285,981 | |
| 6 | MFC |
Manulife Financial Corp
|
4,559 | $184,685 | |
| 7 | UNM |
Unum Group
This page
|
1,001 | $89,489 | |
| 8 | GL |
Globe Life Inc.
|
314 | $56,105 |
All Filings in UNM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,489 | 1,001 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $73,979 | 1,013 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $67,812 | 875 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $68,601 | 882 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $74,379 | 921 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $73,639 | 904 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $67,917 | 930 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $48,859 | 822 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $40,479 | 792 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $42,284 | 788 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $15,420 | 341 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $18,544 | 377 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $13,642 | 286 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $11,314 | 286 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,734 | 286 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,202 | 31 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,054 | 31 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||