Position in UNM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$14,615,380
+$4,190,202 QoQ
Shares Held
163,483
+14.5% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#100
of 751 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $96,141,973 across 14 Insurance - Life names. UNM ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
223,691 | $26,227,769 | |
| 2 | UNM |
Unum Group
This page
|
163,483 | $14,615,380 | |
| 3 | PRU |
Prudential Financial Inc
|
119,620 | $12,910,586 | |
| 4 | GL |
Globe Life Inc.
|
67,266 | $12,019,088 | |
| 5 | MET |
Metlife Inc
|
137,417 | $11,626,852 | |
| 6 | CNO |
CNO Financial Group, Inc.
|
134,749 | $6,869,504 | |
| 7 | MFC |
Manulife Financial Corp
|
56,923 | $2,305,950 | |
| 8 | JXN |
Jackson Financial Inc.
|
20,890 | $2,138,927 |
All Filings in UNM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,615,380 | 163,483 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $10,425,178 | 142,752 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $41,861,160 | 540,144 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $22,344,171 | 287,274 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,778,577 | 22,023 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,628,629 | 19,993 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,156,576 | 15,837 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,059,220 | 17,820 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $893,045 | 17,473 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $800,285 | 14,914 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $716,058 | 15,835 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $707,007 | 14,373 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $635,745 | 13,328 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $758,167 | 19,165 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $892,853 | 21,761 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $714,851 | 18,424 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $637,228 | 18,731 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $579,594 | 18,394 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $397,862 | 16,193 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $388,881 | 15,518 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $419,127 | 14,758 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $245,850 | 8,834 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $216,645 | 9,444 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||