Position in UNM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$820,513
+$167,406 QoQ
Shares Held
9,178
+2.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#344
of 754 holders
Holding Since
Jun 2023
13 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, 2026Trivium Point Advisory, LLC holds $1,823,987 across 2 Insurance - Life names. UNM ranks #2 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
11,860 | $1,003,474 | |
| 2 | UNM |
Unum Group
This page
|
9,178 | $820,513 |
All Filings in UNM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $820,513 | 9,178 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $653,107 | 8,943 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $760,275 | 9,810 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $825,168 | 10,609 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $873,338 | 10,814 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $935,323 | 11,482 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $872,489 | 11,947 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $774,859 | 13,036 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $763,378 | 14,936 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $750,810 | 13,992 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $676,310 | 14,956 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $729,094 | 14,822 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $816,528 | 17,118 | Shares | Sole | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||