Position in UNM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$344,815
+$63,139 QoQ
Shares Held
3,857
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#472
of 754 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Paulson Wealth Management Inc. holds $626,651 across 2 Insurance - Life names. UNM ranks #1 (55.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
This page
|
3,857 | $344,815 | |
| 2 | GNW |
Genworth Financial Inc
|
29,761 | $281,836 |
All Filings in UNM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,815 | 3,857 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $281,676 | 3,857 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $308,450 | 3,980 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $309,564 | 3,980 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $321,424 | 3,980 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $318,590 | 3,911 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $279,120 | 3,822 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $314,021 | 5,283 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $268,736 | 5,258 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $293,144 | 5,463 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $261,688 | 5,787 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $315,160 | 6,407 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $269,791 | 5,656 | Shares | Sole | 2023-08-01 | |
| No filing history on record for this holder in this stock. | ||||||