Position in UNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$748,278
+$103,789 QoQ
Shares Held
8,370
-5.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#359
of 754 holders
Holding Since
Mar 2021
21 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, 2026Mutual Advisors, LLC holds $8,752,916 across 6 Insurance - Life names. UNM ranks #3 (8.5% of the industry book) .
All Filings in UNM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $748,278 | 8,370 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $644,489 | 8,825 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $662,857 | 8,553 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $657,785 | 8,457 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $701,077 | 8,681 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $745,196 | 9,148 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $791,207 | 10,834 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $645,280 | 10,856 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $553,776 | 10,835 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $608,987 | 11,349 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $438,679 | 9,701 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $478,569 | 9,729 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $506,001 | 10,608 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $370,479 | 9,365 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $316,177 | 7,706 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $333,136 | 8,586 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $249,332 | 7,329 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $231,440 | 7,345 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $206,068 | 8,223 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $232,510 | 8,187 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $210,700 | 7,571 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||