Position in UNM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$323,091
+$61,133 QoQ
Shares Held
3,614
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#478
of 754 holders
Holding Since
Sep 2024
8 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, 2026SAGE RHINO CAPITAL LLC holds $1,149,322 across 4 Insurance - Life names. UNM ranks #2 (28.1% of the industry book) .
All Filings in UNM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,091 | 3,614 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $261,958 | 3,587 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $269,622 | 3,479 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $266,707 | 3,429 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $276,522 | 3,424 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $282,910 | 3,473 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $258,161 | 3,535 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $217,907 | 3,666 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||