Position in UNM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$35,402
+$6,483 QoQ
Shares Held
396
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#632
of 751 holders
Holding Since
Dec 2023
11 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, 2026BARRETT & COMPANY, INC. holds $1,289,229 across 7 Insurance - Life names. UNM ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
11,123 | $941,117 | |
| 2 | AFL |
Aflac Inc
|
1,339 | $156,997 | |
| 3 | MFC |
Manulife Financial Corp
|
1,535 | $62,182 | |
| 4 | PRU |
Prudential Financial Inc
|
446 | $48,136 | |
| 5 | LNC |
Lincoln National Corp
|
1,200 | $42,420 | |
| 6 | UNM |
Unum Group
This page
|
396 | $35,402 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
47 | $2,975 |
All Filings in UNM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,402 | 396 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $28,919 | 396 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $30,690 | 396 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $30,800 | 396 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $31,980 | 396 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $32,258 | 396 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $28,919 | 396 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $5,884 | 99 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,059 | 99 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $5,312 | 99 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $4,476 | 99 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||