Position in UNM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$8,016,943
+$2,465,715 QoQ
Shares Held
89,675
+18.0% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#134
of 751 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Derivatives in UNM
reported options exposure · as of Dec 31, 2020CallValue
$188,108
CallShares
8,200
PutValue
$151,404
PutShares
6,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Life
Financial Services · as of Jun 30, 2026CITIGROUP INC holds $352,750,736 across 17 Insurance - Life names. UNM ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
997,481 | $84,396,866 | |
| 2 | AFL |
Aflac Inc
|
618,687 | $72,541,050 | |
| 3 | PRU |
Prudential Financial Inc
|
585,819 | $63,227,443 | |
| 4 | BHF |
Brighthouse Financial, Inc.
|
689,207 | $43,626,802 | |
| 5 | JXN |
Jackson Financial Inc.
|
292,994 | $29,999,654 | |
| 6 | MFC |
Manulife Financial Corp
|
405,989 | $16,446,613 | |
| 7 | GL |
Globe Life Inc.
|
85,046 | $15,196,017 | |
| 8 | UNM |
Unum Group
This page
|
89,675 | $8,016,943 |
All Filings in UNM
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,016,943 | 89,675 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $5,551,228 | 76,013 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $4,667,979 | 60,232 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,984,027 | 38,365 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $4,629,807 | 57,328 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $5,535,123 | 67,949 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $5,969,471 | 81,740 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,714,462 | 62,491 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,775,526 | 54,305 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $2,306,036 | 42,975 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,800,794 | 39,823 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,688,937 | 34,335 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $3,039,824 | 63,728 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $2,774,816 | 70,142 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,355,612 | 57,412 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $2,996,794 | 77,237 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,606,305 | 76,611 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,595,162 | 82,360 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $2,937,194 | 119,544 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $2,779,327 | 110,907 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $5,874,084 | 206,834 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $7,527,707 | 270,489 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $188,108 | 8,200 | Call | Defined | 2021-02-11 | |
| 2020-12-31 | $151,404 | 6,600 | Put | Defined | 2021-02-11 | |
| 2020-12-31 | $5,708,135 | 248,829 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $4,782,326 | 284,155 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $270,963 | 16,100 | Call | Defined | 2020-11-12 | |
| 2020-09-30 | $171,666 | 10,200 | Put | Defined | 2020-11-12 | |
| 2020-06-30 | $432,999 | 26,100 | Call | Defined | 2020-08-12 | |
| 2020-06-30 | $423,045 | 25,500 | Put | Defined | 2020-08-12 | |
| 2020-06-30 | $3,181,362 | 191,764 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $6,985,833 | 465,412 | Shares | Defined | 2020-05-12 | |
| 2020-03-31 | $513,342 | 34,200 | Put | Defined | 2020-05-12 | |
| 2020-03-31 | $187,625 | 12,500 | Call | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||