Position in UNM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$465,684
+$122,663 QoQ
Shares Held
5,209
+10.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#422
of 751 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $2,273,701 across 4 Insurance - Life names. UNM ranks #3 (20.5% of the industry book) .
All Filings in UNM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,684 | 5,209 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $343,021 | 4,697 | Shares | Other | 2026-05-13 | |
| 2025-06-30 | $174,280 | 2,158 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $208,211 | 2,556 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $191,046 | 2,616 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $161,201 | 2,712 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $136,872 | 2,678 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $140,750 | 2,623 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $101,564 | 2,246 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $81,360 | 1,654 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $82,616 | 1,732 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $1,978 | 50 | Shares | Other | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||