Position in UNM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$563,041
+$325,767 QoQ
Shares Held
6,298
+93.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#395
of 751 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Clearstead Advisors, LLC holds $7,129,491 across 16 Insurance - Life names. UNM ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
18,633 | $2,184,719 | |
| 2 | PRU |
Prudential Financial Inc
|
16,515 | $1,782,463 | |
| 3 | GL |
Globe Life Inc.
|
5,798 | $1,035,986 | |
| 4 | MFC |
Manulife Financial Corp
|
22,584 | $914,877 | |
| 5 | UNM |
Unum Group
This page
|
6,298 | $563,041 | |
| 6 | MET |
Metlife Inc
|
4,977 | $421,103 | |
| 7 | LNC |
Lincoln National Corp
|
3,304 | $116,796 | |
| 8 | GNW |
Genworth Financial Inc
|
3,981 | $37,700 |
All Filings in UNM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $563,041 | 6,298 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $237,274 | 3,249 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $290,315 | 3,746 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $313,686 | 4,033 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $282,094 | 3,493 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $262,871 | 3,227 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $233,988 | 3,204 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $182,540 | 3,071 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $145,050 | 2,838 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $28,708 | 535 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $25,142 | 556 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $26,316 | 535 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $25,519 | 535 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $35,604 | 900 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $36,927 | 900 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $34,920 | 900 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $30,618 | 900 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $28,359 | 900 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $22,113 | 900 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $22,554 | 900 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $27,122 | 955 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $60,859 | 2,653 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $44,649 | 2,653 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||