Position in UNM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,756,589
-$154,543 QoQ
Shares Held
37,746
+0.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 45.46971864568431.ToString("F0")%
Shared 0.ToString("F0")%
None 54.53028135431569.ToString("F0")%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $2,435,696,516 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
|
57,296,687 | $1,973,297,897 | |
| 2 | PRI |
Primerica, Inc.
|
1,257,398 | $314,953,049 | |
| 3 | MET |
Metlife Inc
|
707,334 | $50,022,656 | |
| 4 | AFL |
Aflac Inc
|
383,895 | $42,117,116 | |
| 5 | PRU |
Prudential Financial Inc
|
412,821 | $40,328,479 | |
| 6 | GL |
Globe Life Inc.
|
53,053 | $7,383,384 | |
| 7 | UNM |
Unum Group
This page
|
37,746 | $2,756,589 | |
| 8 | LNC |
Lincoln National Corp
|
41,185 | $1,462,066 |
All Filings in UNM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||