Filing Research | UNM - UNUM GROUP Institutional Holdings

Snapshot holdings

50 / 171 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	686.1KSH	$61.3M
2	GRACE & WHITE INC /NY	Shares	487.6KSH	$43.6M
3	Assenagon Asset Management S.A.	Shares	427.4KSH	$38.2M
4	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	390.3KSH	$34.9M
5	GATEWAY INVESTMENT ADVISERS LLC	Shares	235.6KSH	$21.1M
6	Vest Financial, LLC	Shares	229.0KSH	$20.5M
7	Y-Intercept (Hong Kong) Ltd	Shares	101.8KSH	$9.1M
8	BTC Capital Management, Inc.	Shares	101.7KSH	$9.1M
9	Police & Firemen's Retirement System of New Jersey	Shares	71.3KSH	$6.4M
10	VIKING FUND MANAGEMENT LLC	Shares	70.0KSH	$6.3M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	55.7KSH	$4.7M
12	PensionDanmark Pensionsforsikringsaktieselskab	Shares	49.2KSH	$4.4M
13	MIZUHO MARKETS AMERICAS LLC	Shares	45.2KSH	$4.0M
14	Louisiana State Employees Retirement System	Shares	43.0KSH	$3.8M
15	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	42.9KSH	$3.8M
16	apricus wealth, LLC	Shares	38.2KSH	$3.4M
17	Great Diamond Partners, LLC	Shares	36.5KSH	$3.3M
18	Sculati Wealth Management, LLC	Shares	35.6KSH	$3.2M
19	Sequoia Financial Advisors, LLC	Shares	35.4KSH	$3.2M
20	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	35.2KSH	$3.1M
21	NAPLES GLOBAL ADVISORS, LLC	Shares	34.6KSH	$3.1M
22	HHM Wealth Advisors, LLC	Shares	31.6KSH	$2.8M
23	CPC Advisors, LLC	Shares	30.2KSH	$2.7M
24	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	Shares	29.9KSH	$2.7M
25	PEAK FINANCIAL ADVISORS LLC	Shares	27.2KSH	$2.4M
26	HHM Wealth Advisors, LLC	PUT	26.9KPRN	$2.4M
27	Goelzer Investment Management, Inc.	Shares	25.7KSH	$2.3M
28	Nilsine Partners, LLC	Shares	21.8KSH	$2.0M
29	Investors Research Corp	Shares	21.3KSH	$1.9M
30	FIRST CITIZENS BANK & TRUST CO	Shares	20.6KSH	$1.8M
31	Abacus Planning Group, Inc.	Shares	20.0KSH	$1.8M
32	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	19.9KSH	$1.8M
33	SIGNATUREFD, LLC	Shares	19.2KSH	$1.7M
34	Envestnet Portfolio Solutions, Inc.	Shares	18.8KSH	$1.7M
35	Oak Thistle LLC	Shares	18.2KSH	$1.6M
36	BURNEY CO/	Shares	17.9KSH	$1.6M
37	Gradient Investments LLC	Shares	17.9KSH	$1.6M
38	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	16.8KSH	$1.5M
39	Merit Financial Group, LLC	Shares	15.8KSH	$1.4M
40	QRG CAPITAL MANAGEMENT, INC.	Shares	14.4KSH	$1.3M
41	BENJAMIN EDWARDS INC	Shares	13.7KSH	$1.2M
42	XML Financial, LLC	Shares	13.6KSH	$1.2M
43	CARY STREET PARTNERS FINANCIAL LLC	Shares	13.2KSH	$1.2M
44	Diversified Trust Co	Shares	12.1KSH	$1.1M
45	HM PAYSON & CO	Shares	11.9KSH	$1.1M
46	Wedmont Private Capital	Shares	12.0KSH	$1.0M
47	Prospera Financial Services Inc	Shares	11.1KSH	$990.5K
48	Crossmark Global Holdings, Inc.	Shares	11.1KSH	$989.3K
49	SECURIAN ASSET MANAGEMENT, INC	Shares	10.8KSH	$965.3K
50	GREENLEAF TRUST	Shares	10.8KSH	$963.8K

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Manager changes2026-06-30 vs 2026-03-31

50 / 181 loaded

#		Instrument
1	Swedbank AB added	Shares	+190.0K	+$25.1M	$61.3M
2	Assenagon Asset Management S.A. added	Shares	+195.8K	+$21.3M	$38.2M
3	GRACE & WHITE INC /NY trimmed	Shares	-620	+$7.9M	$43.6M
4	Y-Intercept (Hong Kong) Ltd added	Shares	+47.9K	+$5.2M	$9.1M
5	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+7.9K	+$4.4M	$21.1M
6	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-28.5K	+$4.3M	$34.9M
7	MIZUHO MARKETS AMERICAS LLC new	Shares	+45.2K	+$4.0M	$4.0M
8	PEAK FINANCIAL ADVISORS LLC new	Shares	+27.2K	+$2.4M	$2.4M
9	BTC Capital Management, Inc. added	Shares	+1.5K	+$1.8M	$9.1M
10	Gradient Investments LLC new	Shares	+17.9K	+$1.6M	$1.6M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+9.2K	+$1.2M	$4.7M
12	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+13.2K	+$1.2M	$1.2M
13	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-246	+$1.1M	$6.4M
14	VIKING FUND MANAGEMENT LLC unchanged	Shares	0	+$1.1M	$6.3M
15	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+2.7K	+$1.0M	$4.4M
16	Diversified Trust Co added	Shares	+8.8K	+$842.0K	$1.1M
17	NAPLES GLOBAL ADVISORS, LLC added	Shares	+1.5K	+$675.7K	$3.1M
18	Louisiana State Employees Retirement System trimmed	Shares	-1.2K	+$616.3K	$3.8M
19	apricus wealth, LLC trimmed	Shares	-245	+$607.0K	$3.4M
20	CPC Advisors, LLC added	Shares	+782	+$551.6K	$2.7M
21	Sequoia Financial Advisors, LLC trimmed	Shares	-381	+$551.1K	$3.2M
22	Sculati Wealth Management, LLC trimmed	Shares	-325	+$546.2K	$3.2M
23	HHM Wealth Advisors, LLC added	Shares	+262	+$536.3K	$2.8M
24	KLEIN PAVLIS & PEASLEY FINANCIAL, INC. added	Shares	+300	+$511.4K	$2.7M
25	Great Diamond Partners, LLC trimmed	Shares	-1.2K	+$509.7K	$3.3M
26	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+2.4K	+$500.9K	$1.8M
27	Merit Financial Group, LLC added	Shares	+2.6K	+$446.9K	$1.4M
28	HHM Wealth Advisors, LLC unchanged	PUT	0	+$440.4K	$2.4M
29	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+2.2K	+$434.5K	$1.5M
30	VIEWPOINT INVESTMENT PARTNERS CORP new	Shares	+4.5K	+$402.3K	$402.3K
31	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-4.2K	+$393.5K	$3.8M
32	SIGNATUREFD, LLC added	Shares	+899	+$379.9K	$1.7M
33	FIRST CITIZENS BANK & TRUST CO added	Shares	+325	+$360.1K	$1.8M
34	Oak Thistle LLC added	Shares	+816	+$358.1K	$1.6M
35	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-3.0K	+$356.6K	$3.1M
36	Park Capital Management, LLC / WI new	Shares	+4.0K	+$354.0K	$354.0K
37	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.4K	+$337.6K	$1.3M
38	Envestnet Portfolio Solutions, Inc. added	Shares	+289	+$329.0K	$1.7M
39	Abacus Planning Group, Inc. added	Shares	+1	+$327.1K	$1.8M
40	Aaron Wealth Advisors LLC added	Shares	+2.2K	+$293.8K	$711.9K
41	Goelzer Investment Management, Inc. trimmed	Shares	-1.8K	+$290.2K	$2.3M
42	Nilsine Partners, LLC added	Shares	+43	+$271.3K	$2.0M
43	Symmetry Partners, LLC new	Shares	+2.9K	+$254.8K	$254.8K
44	HM PAYSON & CO added	Shares	+822	+$254.1K	$1.1M
45	Valeo Financial Advisors, LLC new	Shares	+2.8K	+$251.6K	$251.6K
46	Fifth Third Wealth Advisors LLC added	Shares	+1.7K	+$250.1K	$698.3K
47	Fragasso Financial Advisors Inc new	Shares	+2.8K	+$247.3K	$247.3K
48	BEACON FINANCIAL GROUP new	Shares	+2.7K	+$242.0K	$242.0K
49	Venturi Wealth Management, LLC new	Shares	+2.5K	+$219.7K	$219.7K
50	NorthCrest Asset Manangement, LLC new	Shares	+2.4K	+$216.1K	$216.1K

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