TRUIST FINANCIAL CORP

Position in UNM — Unum Group

CIK 92230 CHARLOTTE, NC

Back to UNM Full portfolio

Position in UNM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$28,829,621

+$5,320,827 QoQ

Shares Held

322,479

+0.2% QoQ

Ownership

0.204%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#64

of 754 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 47% Shared 52% None 1%

Common Shares in UNM Over Time

Shares Held

Position Value (USD)

Position in Insurance - Life

Financial Services · as of Jun 30, 2026

TRUIST FINANCIAL CORP holds $151,988,094 across 10 Insurance - Life names. UNM ranks #3 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	382,340	$44,829,364
2	MET	Metlife Inc	470,745	$39,829,734
3	UNM	Unum Group This page	322,479	$28,829,621
4	PRU	Prudential Financial Inc	197,523	$21,318,656
5	GL	Globe Life Inc.	32,711	$5,844,800
6	LNC	Lincoln National Corp	141,353	$4,996,828
7	MFC	Manulife Financial Corp	73,240	$2,966,951
8	PRI	Primerica, Inc.	6,807	$1,934,548

All Filings in UNM

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,829,621	322,479	+0.2%	Shares	Defined	2026-07-28
2026-03-31	$23,508,794	321,906	-1.3%	Shares	Defined	2026-04-27
2025-12-31	$25,270,347	326,069	+0.0%	Shares	Defined	2026-02-02
2025-09-30	$25,352,623	325,953	-0.8%	Shares	Defined	2025-11-03
2025-06-30	$26,547,587	328,722	-7.0%	Shares	Defined	2025-07-18
2025-03-31	$28,806,047	353,622	+0.6%	Shares	Defined	2025-04-29
2024-12-31	$25,667,487	351,465	+0.7%	Shares	Defined	2025-01-31
2024-09-30	$20,742,954	348,973	-1.8%	Shares	Defined	2024-11-13
2024-06-30	$18,155,753	355,229	-7.4%	Shares	Defined	2024-08-21
2024-03-31	$20,581,184	383,548	-0.2%	Shares	Defined	2024-05-13
2023-12-31	$17,381,842	384,384	-5.0%	Shares	Defined	2024-02-02
2023-09-30	$19,912,897	404,816	-3.0%	Shares	Defined	2023-11-14
2023-06-30	$19,908,976	417,379	+0.1%	Shares	Defined	2023-08-01
2023-03-31	$16,496,320	416,995	-0.6%	Shares	Defined	2023-05-05
2022-12-31	$17,204,574	419,317	+2.2%	Shares	Defined	2023-02-17
2022-09-30	$15,926,506	410,477	-0.7%	Shares	Defined	2022-10-26
2022-06-30	$14,056,517	413,184	+12.2%	Shares	Defined	2022-07-22
2022-03-31	$11,598,671	368,095	+1.2%	Shares	Defined	2022-04-22
2021-12-31	$8,938,072	363,780	+2.6%	Shares	Defined	2022-02-14
2021-09-30	$8,885,448	354,567	+1.5%	Shares	Defined	2021-11-05
2021-06-30	$9,916,711	349,180	+0.4%	Shares	Defined	2021-08-16
2021-03-31	$9,680,942	347,860	-0.1%	Shares	Defined	2021-05-17
2020-12-31	$7,991,217	348,353	-15.4%	Shares	Defined	2021-11-19
2020-09-30	$6,933,672	411,983	+0.8%	Shares	Defined	2021-11-05
2020-06-30	$6,782,803	408,849	+11.7%	Shares	Defined	2021-11-16
2020-03-31	$5,491,992	365,889	—	Shares	Defined	2021-11-05
No filing history on record for this holder in this stock.