Robertson Stephens Wealth Management, LLC
Position in UNM — Unum Group
CIK 1767307
San Francisco, CA
Position in UNM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$227,612
-$10,953 QoQ
Shares Held
2,546
-13.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#556
of 754 holders
Holding Since
Dec 2024
4 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, 2026Robertson Stephens Wealth Management, LLC holds $1,986,685 across 4 Insurance - Life names. UNM ranks #4 (11.5% of the industry book) .
All Filings in UNM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,612 | 2,546 | Shares | Sole | 2026-07-29 | |
| 2025-06-30 | $238,565 | 2,954 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $257,087 | 3,156 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $232,819 | 3,188 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||