Goelzer Investment Management, Inc.

Position in UNM — Unum Group

CIK 1550057 CARMEL, IN

Position in UNM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,300,083

+$290,225 QoQ

Shares Held

25,728

-6.5% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#238

of 754 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Goelzer Investment Management, Inc. holds $8,760,200 across 4 Insurance - Life names. UNM ranks #2 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	53,787	$5,805,230
2	UNM	Unum Group This page	25,728	$2,300,083
3	AFL	Aflac Inc	3,255	$381,648
4	MFC	Manulife Financial Corp	6,745	$273,239

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,300,083	25,728	-6.5%	Shares	Sole	2026-07-15
2026-03-31	$2,009,858	27,521	+0.2%	Shares	Sole	2026-04-09
2025-12-31	$2,129,545	27,478	-3.5%	Shares	Sole	2026-01-14
2025-09-30	$2,215,485	28,484	-2.7%	Shares	Sole	2025-10-14
2025-06-30	$2,363,279	29,263	—	Shares	Sole	2025-07-09
No filing history on record for this holder in this stock.