Position in UNM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,599,634
+$1,591,099 QoQ
Shares Held
17,893
+10614.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#278
of 756 holders
Holding Since
Jun 2023
6 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, 2026Gradient Investments LLC holds $21,850,400 across 4 Insurance - Life names. UNM ranks #3 (7.3% of the industry book) .
All Filings in UNM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,599,634 | 17,893 | Shares | Sole | 2026-07-08 | |
| 2024-06-30 | $8,535 | 167 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $8,961 | 167 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $7,551 | 167 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $245 | 5 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $238 | 5 | Shares | Sole | 2023-07-11 | |
| No filing history on record for this holder in this stock. | ||||||