MORGAN STANLEY

Position in UNM — Unum Group

CIK 895421 NEW YORK, NY

Back to UNM Full portfolio

Position in UNM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$290,501,092

+$46,984,394 QoQ

Shares Held

3,249,453

-2.5% QoQ

Ownership

2.05%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

of 751 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 56% Shared 0% None 44%

Common Shares in UNM Over Time

Shares Held

Position Value (USD)

Position in Insurance - Life

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $4,509,234,906 across 18 Insurance - Life names. UNM ranks #6 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	12,532,097	$1,060,340,719
2	AFL	Aflac Inc	8,040,706	$942,772,772
3	PRU	Prudential Financial Inc	5,881,885	$634,831,838
4	MFC	Manulife Financial Corp	12,975,847	$525,651,557
5	GL	Globe Life Inc.	1,940,584	$346,743,545
6	UNM	Unum Group This page	3,249,453	$290,501,092
7	PUK	Prudential PLC	5,008,698	$134,283,190
8	LNC	Lincoln National Corp	3,632,194	$128,398,052

All Filings in UNM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$290,501,092	3,249,453	-2.5%	Shares	Defined	2026-08-13
2026-03-31	$243,516,698	3,334,475	+2.3%	Shares	Defined	2026-05-15
2025-12-31	$252,647,671	3,259,970	-3.8%	Shares	Defined	2026-05-27
2025-09-30	$263,615,624	3,389,247	-12.5%	Shares	Defined	2026-05-27
2025-06-30	$312,752,702	3,872,619	+12.6%	Shares	Defined	2025-08-15
2025-03-31	$280,168,139	3,439,334	-9.0%	Shares	Defined	2025-05-15
2024-12-31	$275,872,644	3,777,525	+0.3%	Shares	Defined	2025-05-15
2024-09-30	$223,875,818	3,766,417	-6.4%	Shares	Defined	2025-05-14
2024-06-30	$205,629,578	4,023,275	-4.9%	Shares	Defined	2025-05-14
2024-03-31	$227,033,092	4,230,956	+4.6%	Shares	Defined	2024-10-17
2023-12-31	$182,955,638	4,045,901	+14.1%	Shares	Defined	2024-08-16
2023-09-30	$174,500,287	3,547,475	-4.9%	Shares	Defined	2023-11-15
2023-06-30	$177,914,127	3,729,856	+2.1%	Shares	Defined	2023-08-14
2023-03-31	$144,470,504	3,651,934	-7.5%	Shares	Defined	2023-05-15
2022-12-31	$162,026,232	3,948,970	-0.1%	Shares	Defined	2023-02-14
2022-09-30	$153,334,687	3,951,925	+3.0%	Shares	Defined	2022-11-14
2022-06-30	$130,506,261	3,836,163	+145.7%	Shares	Defined	2022-10-27
2022-03-31	$49,196,497	1,561,298	-10.1%	Shares	Defined	2022-10-27
2021-12-31	$42,672,338	1,736,766	+7.4%	Shares	Defined	2022-02-14
2021-09-30	$40,507,156	1,616,407	+1.6%	Shares	Defined	2021-11-15
2021-06-30	$45,188,402	1,591,141	-10.7%	Shares	Defined	2021-08-23
2021-03-31	$49,590,468	1,781,907	-28.3%	Shares	Defined	2021-05-17
2020-12-31	$57,035,145	2,486,275	+72.3%	Shares	Defined	2021-02-16
2020-09-30	$24,281,647	1,442,760	+8.1%	Shares	Defined	2020-11-13
2020-06-30	$22,143,683	1,334,761	+43.8%	Shares	Defined	2020-08-14
2020-03-31	$13,935,597	928,421	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.