Position in UNM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,306,430
+$353,827 QoQ
Shares Held
25,799
-3.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#235
of 751 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026BOKF, NA holds $13,763,075 across 9 Insurance - Life names. UNM ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
72,352 | $7,808,951 | |
| 2 | AFL |
Aflac Inc
|
20,761 | $2,434,226 | |
| 3 | UNM |
Unum Group
This page
|
25,799 | $2,306,430 | |
| 4 | LNC |
Lincoln National Corp
|
28,816 | $1,018,645 | |
| 5 | MET |
Metlife Inc
|
1,720 | $145,529 | |
| 6 | PRI |
Primerica, Inc.
|
150 | $42,630 | |
| 7 | GL |
Globe Life Inc.
|
28 | $5,003 | |
| 8 | JXN |
Jackson Financial Inc.
|
15 | $1,535 |
All Filings in UNM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,306,430 | 25,799 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,952,603 | 26,737 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,125,359 | 27,424 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,357,744 | 30,313 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,584,722 | 32,005 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,714,490 | 33,323 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,978,600 | 40,786 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,482,333 | 41,762 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,129,088 | 41,657 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $2,241,860 | 41,779 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,859,400 | 41,119 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,004,344 | 40,747 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,661,373 | 55,794 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $2,131,571 | 53,882 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,505,290 | 61,060 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $2,307,164 | 59,463 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,264,881 | 66,575 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $2,095,351 | 66,498 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,667,713 | 67,876 | Shares | Other | 2022-03-11 | |
| 2021-09-30 | $2,650,770 | 105,777 | Shares | Other | 2021-11-10 | |
| 2021-03-31 | $3,636,462 | 130,667 | Shares | Other | 2021-04-21 | |
| 2020-12-31 | $3,995,940 | 174,191 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $2,457,684 | 146,030 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $2,130,719 | 128,434 | Shares | Other | 2020-08-12 | |
| 2020-03-31 | $1,156,805 | 77,069 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||