Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$781,356
-$18,979 QoQ
Shares Held
8,740
-20.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#353
of 754 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Keel Point, LLC holds $1,828,807 across 3 Insurance - Life names. UNM ranks #2 (42.7% of the industry book) .
All Filings in UNM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $781,356 | 8,740 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $800,335 | 10,959 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $864,280 | 11,152 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $875,180 | 11,252 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $1,083,556 | 13,417 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||