Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$171,339,121
+$55,825,527 QoQ
Shares Held
1,916,545
+21.2% QoQ
Ownership
1.21%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#12
of 754 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Derivatives in UNM
reported options exposure · as of Jun 30, 2026CallValue
$14,652,660
CallShares
163,900
PutValue
$0
PutShares
0
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, 2026GOLDMAN SACHS GROUP INC holds $2,768,795,137 across 17 Insurance - Life names. UNM ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
5,324,201 | $624,262,564 | |
| 2 | MET |
Metlife Inc
|
6,626,435 | $560,662,663 | |
| 3 | PRU |
Prudential Financial Inc
|
4,876,829 | $526,356,151 | |
| 4 | MFC |
Manulife Financial Corp
|
5,951,406 | $241,091,455 | |
| 5 | UNM |
Unum Group
This page
|
1,916,545 | $171,339,121 | |
| 6 | JXN |
Jackson Financial Inc.
|
1,519,396 | $155,570,954 | |
| 7 | GL |
Globe Life Inc.
|
650,757 | $116,277,259 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
1,581,066 | $80,602,743 |
All Filings in UNM
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171,339,121 | 1,916,545 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $14,652,660 | 163,900 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $115,513,594 | 1,581,728 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $96,657,147 | 1,247,189 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $117,405,563 | 1,509,457 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $123,102,547 | 1,524,301 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $128,981,889 | 1,583,377 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $138,807,609 | 1,900,693 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $128,332,562 | 2,159,027 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $113,929,453 | 2,229,103 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $102,472,138 | 1,909,656 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $91,225,334 | 2,017,367 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $84,882,754 | 1,725,610 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $82,780,725 | 1,735,445 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $69,904,971 | 1,767,062 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $101,301,919 | 2,468,972 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $103,274,735 | 2,661,720 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $89,897,407 | 2,642,487 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $80,685,576 | 2,560,634 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $25,208,000 | 800,000 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $62,464,408 | 2,542,304 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $43,827,357 | 1,748,897 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $42,721,124 | 1,504,265 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $33,549,815 | 1,205,527 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $32,381,345 | 1,411,567 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $42,133,096 | 2,503,452 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $61,144,550 | 3,685,627 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $54,456,908 | 3,628,042 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||