Position in UNM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$711,892
+$293,796 QoQ
Shares Held
7,963
+39.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#368
of 754 holders
Holding Since
Mar 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $3,960,991 across 6 Insurance - Life names. UNM ranks #2 (18.0% of the industry book) .
All Filings in UNM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,892 | 7,963 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $418,096 | 5,725 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $832,505 | 10,742 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $692,242 | 8,900 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $233,961 | 2,897 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $245,357 | 3,012 | Shares | Sole | 2025-04-28 | |
| 2022-03-31 | $377,269 | 11,973 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||