Position in UNM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$209,196
+$38,306 QoQ
Shares Held
2,340
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#570
of 754 holders
Holding Since
Jun 2025
5 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, 2026J.Safra Asset Management Corp holds $224,752 across 3 Insurance - Life names. UNM ranks #1 (93.1% 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 | $209,196 | 2,340 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $170,890 | 2,340 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $181,350 | 2,340 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $182,005 | 2,340 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $188,978 | 2,340 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||