Position in UNM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,630,387
+$358,132 QoQ
Shares Held
18,237
+4.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#275
of 754 holders
Holding Since
Sep 2023
10 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, 2026Oak Thistle LLC holds $10,930,939 across 6 Insurance - Life names. UNM ranks #3 (14.9% of the industry book) .
All Filings in UNM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,630,387 | 18,237 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,272,255 | 17,421 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $217,775 | 2,810 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,287,414 | 16,552 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,948,415 | 24,126 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,701,129 | 20,883 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,421,236 | 19,461 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $249,885 | 4,204 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $270,500 | 5,041 | Shares | Sole | 2024-04-18 | |
| 2023-09-30 | $1,407,817 | 28,620 | Shares | Sole | 2023-10-18 | |
| No filing history on record for this holder in this stock. | ||||||