Position in UNM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$289,834
+$63,807 QoQ
Shares Held
3,242
+4.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#496
of 751 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026UMB Bank, n.a. holds $6,016,645 across 15 Insurance - Life names. UNM ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
31,967 | $3,748,130 | |
| 2 | MET |
Metlife Inc
|
11,124 | $941,201 | |
| 3 | PRU |
Prudential Financial Inc
|
4,179 | $451,039 | |
| 4 | UNM |
Unum Group
This page
|
3,242 | $289,834 | |
| 5 | PRI |
Primerica, Inc.
|
493 | $140,110 | |
| 6 | GL |
Globe Life Inc.
|
704 | $125,790 | |
| 7 | MFC |
Manulife Financial Corp
|
2,502 | $101,355 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
1,056 | $66,844 |
All Filings in UNM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,834 | 3,242 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $226,027 | 3,095 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $315,115 | 4,066 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $295,019 | 3,793 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $324,332 | 4,016 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $313,458 | 3,848 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $298,254 | 4,084 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $223,791 | 3,765 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $173,160 | 3,388 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $341,599 | 6,366 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $285,564 | 6,315 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $312,553 | 6,354 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $303,085 | 6,354 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $255,794 | 6,466 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $265,299 | 6,466 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $252,588 | 6,510 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $221,470 | 6,510 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $206,579 | 6,556 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $165,012 | 6,716 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||