Position in UNM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$219,744
+$131,671 QoQ
Shares Held
2,458
+103.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#562
of 754 holders
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Venturi Wealth Management, LLC holds $3,216,507 across 5 Insurance - Life names. UNM ranks #5 (6.8% of the industry book) .
All Filings in UNM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,744 | 2,458 | Shares | Sole | 2026-07-20 | |
| 2024-12-31 | $88,073 | 1,206 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $55,159 | 928 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $43,033 | 842 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $50,761 | 946 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $9,224 | 204 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $8,017 | 163 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $954 | 20 | Shares | Sole | 2023-07-24 | |
| No filing history on record for this holder in this stock. | ||||||