Position in UNM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,958,518
+$1,183,518 QoQ
Shares Held
26,818
+168.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026Jefferies Financial Group Inc. holds $28,696,944 across 6 Insurance - Life names. UNM ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHF |
Brighthouse Financial, Inc.
|
304,707 | $18,245,855 | |
| 2 | AFL |
Aflac Inc
|
33,911 | $3,720,375 | |
| 3 | MET |
Metlife Inc
|
32,826 | $2,321,454 | |
| 4 | PRU |
Prudential Financial Inc
|
22,263 | $2,174,872 | |
| 5 | UNM |
Unum Group
This page
|
26,818 | $1,958,518 | |
| 6 | LNC |
Lincoln National Corp
|
7,771 | $275,870 |
All Filings in UNM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,958,518 | 26,818 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $775,000 | 10,000 | Shares | Defined | 2026-02-09 | |
| 2025-06-30 | $646,080 | 8,000 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,805,642 | 22,166 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $4,166,434 | 57,051 | Shares | Defined | 2025-02-27 | |
| 2023-06-30 | $1,078,020 | 22,600 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||