Position in UNM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$271,060
+$50,948 QoQ
Shares Held
3,032
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#512
of 751 holders
Holding Since
Dec 2024
7 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, 2026Advisor OS, LLC holds $1,167,566 across 3 Insurance - Life names. UNM ranks #3 (23.2% of the industry book) .
All Filings in UNM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,060 | 3,032 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $220,112 | 3,014 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $226,842 | 2,927 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $222,295 | 2,858 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $228,308 | 2,827 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $228,169 | 2,801 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $200,832 | 2,750 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||