Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$101,255,065
+$17,374,049 QoQ
Shares Held
1,132,607
-1.4% QoQ
Ownership
0.715%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#25
of 754 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)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,631,538,699 across 16 Insurance - Life names. UNM ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
3,146,482 | $368,925,014 | |
| 2 | MET |
Metlife Inc
|
3,882,369 | $328,487,240 | |
| 3 | PRU |
Prudential Financial Inc
|
2,496,215 | $269,416,484 | |
| 4 | GL |
Globe Life Inc.
|
734,319 | $131,208,118 | |
| 5 | JXN |
Jackson Financial Inc.
|
1,018,101 | $104,243,361 | |
| 6 | UNM |
Unum Group
This page
|
1,132,607 | $101,255,065 | |
| 7 | PRI |
Primerica, Inc.
|
320,724 | $91,149,760 | |
| 8 | LNC |
Lincoln National Corp
|
2,193,476 | $77,539,376 |
All Filings in UNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,255,065 | 1,132,607 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $83,881,016 | 1,148,583 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $438,126,565 | 5,653,246 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $437,628,625 | 5,626,493 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $459,804,637 | 5,693,470 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $473,813,719 | 5,816,520 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $405,480,963 | 5,552,252 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $326,950,195 | 5,500,508 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $278,319,198 | 5,445,494 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $292,568,486 | 5,452,264 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $188,225,175 | 4,162,432 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $206,214,416 | 4,192,202 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $223,280,838 | 4,680,940 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $179,618,896 | 4,540,417 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $197,276,178 | 4,808,096 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $179,082,874 | 4,615,538 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $151,160,385 | 4,443,280 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $135,279,141 | 4,293,213 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $98,402,948 | 4,005,004 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $96,124,897 | 3,835,790 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $110,375,918 | 3,886,476 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $99,459,104 | 3,573,809 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $85,076,729 | 3,708,663 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $61,025,899 | 3,626,019 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $48,796,133 | 2,941,298 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $22,440,310 | 1,495,024 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||