Position in UNM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,542,828
+$597,748 QoQ
Shares Held
73,186
-10.1% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#151
of 754 holders
Holding Since
Mar 2020
26 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, 2026CI INVESTMENTS INC. holds $39,337,982 across 6 Insurance - Life names. UNM ranks #4 (16.6% of the industry book) .
All Filings in UNM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,542,828 | 73,186 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,945,080 | 81,406 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,553,262 | 71,655 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,248,534 | 80,336 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,993,008 | 86,590 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,835,390 | 83,911 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,089,240 | 110,766 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,225,348 | 121,557 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,965,577 | 136,286 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,366,874 | 137,288 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,116,592 | 135,263 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $7,772,364 | 158,007 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,648,487 | 181,310 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $7,796,999 | 197,093 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,452,204 | 230,373 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $13,260,443 | 341,764 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,788,664 | 434,705 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $13,902,432 | 441,207 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $9,049,180 | 368,302 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $8,525,938 | 340,221 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,126,027 | 321,339 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,793,930 | 280,055 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $5,791,845 | 252,478 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,327,009 | 257,101 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,431,487 | 267,118 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $4,277,789 | 284,996 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||