Position in UNM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,368,322
+$611,733 QoQ
Shares Held
37,677
-0.2% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#196
of 754 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $2,688,913,857 across 13 Insurance - Life names. UNM ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
56,769,350 | $2,299,726,363 | |
| 2 | PRI |
Primerica, Inc.
|
750,249 | $213,220,763 | |
| 3 | MET |
Metlife Inc
|
688,202 | $58,228,767 | |
| 4 | AFL |
Aflac Inc
|
453,085 | $53,124,214 | |
| 5 | PRU |
Prudential Financial Inc
|
368,734 | $39,797,457 | |
| 6 | GL |
Globe Life Inc.
|
85,626 | $15,299,652 | |
| 7 | UNM |
Unum Group
This page
|
37,677 | $3,368,322 | |
| 8 | PUK |
Prudential PLC
|
76,754 | $2,057,773 |
All Filings in UNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,368,322 | 37,677 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,756,589 | 37,746 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,911,132 | 37,563 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $2,995,695 | 38,515 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,326,180 | 41,186 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $3,745,692 | 45,982 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,333,671 | 45,648 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,620,115 | 44,080 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,461,659 | 48,164 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $11,057,070 | 206,058 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,784,284 | 61,572 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $4,309,139 | 87,602 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $2,924,915 | 61,319 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $25,188,483 | 636,716 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $4,401,779 | 107,282 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $4,762,853 | 122,754 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $3,123,988 | 91,828 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,414,232 | 76,618 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,165,894 | 47,452 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $6,735,473 | 268,774 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $6,949,194 | 244,690 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $5,607,937 | 201,507 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $5,604,078 | 244,293 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $6,734,824 | 400,168 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,901,993 | 295,479 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,929,652 | 128,558 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||