BURNEY CO/

Position in UNM — Unum Group

CIK 940445 RESTON, VA

Position in UNM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,601,690

-$931,209 QoQ

Shares Held

17,916

-48.3% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#275

of 751 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BURNEY CO/ holds $13,886,267 across 5 Insurance - Life names. UNM ranks #4 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	47,079	$5,520,012
2	MET	Metlife Inc	36,800	$3,113,648
3	PRU	Prudential Financial Inc	22,543	$2,433,065
4	UNM	Unum Group This page	17,916	$1,601,690
5	MFC	Manulife Financial Corp	30,063	$1,217,852

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,601,690	17,916	-48.3%	Shares	Sole	2026-07-15
2026-03-31	$2,532,899	34,683	-51.8%	Shares	Sole	2026-04-29
2025-12-31	$5,576,512	71,955	-3.5%	Shares	Sole	2026-01-23
2025-09-30	$5,798,110	74,545	-9.7%	Shares	Sole	2025-10-16
2025-06-30	$6,669,564	82,585	-1.2%	Shares	Sole	2025-08-05
2025-03-31	$6,809,893	83,598	-20.9%	Shares	Sole	2025-05-06
2024-12-31	$7,718,175	105,685	-12.2%	Shares	Sole	2025-01-14
2024-09-30	$7,152,058	120,324	-2.2%	Shares	Sole	2024-10-18
2024-06-30	$6,291,078	123,089	-4.0%	Shares	Sole	2024-07-29
2024-03-31	$6,878,782	128,192	-1.2%	Shares	Sole	2024-05-22
2023-12-31	$5,867,611	129,757	-0.4%	Shares	Sole	2024-02-12
2023-09-30	$6,409,112	130,293	-0.1%	Shares	Sole	2023-11-08
2023-06-30	$6,223,037	130,462	+0.8%	Shares	Sole	2023-08-09
2023-03-31	$5,120,250	129,430	+13.6%	Shares	Sole	2023-05-10
2022-12-31	$4,675,327	113,949	-28.2%	Shares	Sole	2023-02-06
2022-09-30	$6,158,103	158,714	+46.2%	Shares	Sole	2022-11-15
2022-06-30	$3,692,258	108,532	-5.1%	Shares	Sole	2022-08-12
2022-03-31	$3,605,437	114,422	-2.6%	Shares	Sole	2022-05-09
2021-12-31	$2,886,901	117,497	-24.7%	Shares	Sole	2022-02-11
2021-09-30	$3,911,815	156,098	+2.6%	Shares	Sole	2021-11-12
2021-06-30	$4,320,463	152,129	-9.6%	Shares	Sole	2021-08-06
2021-03-31	$4,683,789	168,300	-1.8%	Shares	Sole	2021-05-13
2020-12-31	$3,929,874	171,311	-31.5%	Shares	Sole	2021-02-11
2020-09-30	$4,206,305	249,929	+8.4%	Shares	Sole	2020-12-14
2020-06-30	$3,826,450	230,648	+80.8%	Shares	Sole	2020-08-13
2020-03-31	$1,915,110	127,589	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.