Position in UNM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$410,346
+$87,043 QoQ
Shares Held
4,590
+3.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#445
of 755 holders
Holding Since
Dec 2023
11 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, 2026AlTi Global, Inc. holds $2,568,063 across 4 Insurance - Life names. UNM ranks #3 (16.0% of the industry book) .
All Filings in UNM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,346 | 4,590 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $323,303 | 4,427 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $343,557 | 4,433 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $386,722 | 4,972 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $397,016 | 4,916 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $400,457 | 4,916 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $358,285 | 4,906 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $299,874 | 5,045 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $240,932 | 4,714 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $248,177 | 4,625 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $205,253 | 4,539 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||