Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$548,467
+$100,502 QoQ
Shares Held
6,135
+0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#401
of 754 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Dorsey & Whitney Trust CO LLC holds $1,731,972 across 4 Insurance - Life names. UNM ranks #2 (31.7% of the industry book) .
All Filings in UNM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,467 | 6,135 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $447,965 | 6,134 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $475,384 | 6,134 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $484,879 | 6,234 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $503,456 | 6,234 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $572,335 | 7,026 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $509,165 | 6,972 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $414,295 | 6,970 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $365,997 | 7,161 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $384,258 | 7,161 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $327,392 | 7,240 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $356,134 | 7,240 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $345,347 | 7,240 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $286,413 | 7,240 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $297,056 | 7,240 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $280,911 | 7,240 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $248,174 | 7,295 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $229,864 | 7,295 | Shares | Other | 2022-05-11 | |
| 2020-12-31 | $214,328 | 9,343 | Shares | Other | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||