Position in UNM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$314,241
+$57,541 QoQ
Shares Held
3,515
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#482
of 751 holders
Holding Since
Sep 2024
8 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, 2026Welch & Forbes LLC holds $38,279,752 across 5 Insurance - Life names. UNM ranks #4 (0.8% of the industry book) .
All Filings in UNM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,241 | 3,515 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $256,700 | 3,515 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $276,830 | 3,572 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $277,830 | 3,572 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $288,474 | 3,572 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $292,197 | 3,587 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $261,958 | 3,587 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $213,211 | 3,587 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||