Position in UNM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$212,146
-$10,201 QoQ
Shares Held
2,373
-17.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#568
of 754 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Choate Investment Advisors holds $5,144,059 across 4 Insurance - Life names. UNM ranks #4 (4.1% 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 | $212,146 | 2,373 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $222,347 | 2,869 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $223,539 | 2,874 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $227,016 | 2,811 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $229,798 | 2,821 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||