CVA Family Office, LLC

Family Office

Position in UNM — Unum Group

CIK 1802084 DENVER, CO

Position in UNM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$127,842

+$27,134 QoQ

Shares Held

1,430

+3.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#589

of 754 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CVA Family Office, LLC holds $893,894 across 13 Insurance - Life names. UNM ranks #4 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	2,230	$261,467
2	MET	Metlife Inc	2,646	$223,878
3	PRU	Prudential Financial Inc	1,186	$128,004
4	UNM	Unum Group This page	1,430	$127,842
5	LNC	Lincoln National Corp	1,676	$59,246
6	GL	Globe Life Inc.	223	$39,845
7	PRI	Primerica, Inc.	62	$17,620
8	JXN	Jackson Financial Inc.	94	$9,624

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$127,842	1,430	+3.7%	Shares	Sole	2026-08-07
2026-03-31	$100,708	1,379	+26.5%	Shares	Sole	2026-04-29
2025-12-31	$84,475	1,090	0.0%	Shares	Sole	2026-01-12
2025-09-30	$84,780	1,090	-0.6%	Shares	Sole	2025-10-30
2025-06-30	$88,593	1,097	0.0%	Shares	Sole	2025-07-31
2025-03-31	$89,361	1,097	+0.6%	Shares	Sole	2025-04-16
2024-12-31	$79,602	1,090	0.0%	Shares	Sole	2025-01-07
2024-09-30	$64,789	1,090	0.0%	Shares	Sole	2024-10-10
2024-06-30	$55,709	1,090	+1.4%	Shares	Sole	2024-07-10
2024-03-31	$57,684	1,075	0.0%	Shares	Sole	2024-04-10
2023-12-31	$48,611	1,075	0.0%	Shares	Sole	2024-01-16
2023-06-30	$51,277	1,075	+37.8%	Shares	Sole	2023-07-10
2023-03-31	$30,856	780	0.0%	Shares	Sole	2023-04-27
2022-12-31	$32,003	780	0.0%	Shares	Sole	2023-02-22
2022-09-30	$30,264	780	0.0%	Shares	Sole	2022-11-22
2022-06-30	$26,535	780	0.0%	Shares	Sole	2022-07-11
2022-03-31	$24,577	780	0.0%	Shares	Sole	2022-04-22
2021-12-31	$19,164	780	—	Shares	Sole	2022-01-25
No filing history on record for this holder in this stock.