Position in UNM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$387,459
+$71,167 QoQ
Shares Held
4,334
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#448
of 751 holders
Holding Since
Mar 2020
16 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, 2026Jacobi Capital Management LLC holds $9,658,872 across 5 Insurance - Life names. UNM ranks #5 (4.0% of the industry book) .
All Filings in UNM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,459 | 4,334 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $316,292 | 4,331 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $275,357 | 3,553 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $234,195 | 3,011 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $263,358 | 3,261 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $265,641 | 3,261 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $238,150 | 3,261 | Shares | Sole | 2025-02-05 | |
| 2023-09-30 | $207,926 | 4,227 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $200,149 | 4,196 | Shares | Sole | 2023-08-08 | |
| 2021-09-30 | $371,639 | 14,830 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $401,576 | 14,140 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $384,610 | 13,820 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $144,476 | 6,298 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $271,333 | 16,122 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $272,291 | 16,413 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $249,826 | 16,644 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||