Position in UNM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$675,953
+$123,701 QoQ
Shares Held
7,561
-0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#375
of 754 holders
Holding Since
Mar 2025
6 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, 2026Hennion & Walsh Asset Management, Inc. holds $3,834,398 across 3 Insurance - Life names. UNM ranks #3 (17.6% of the industry book) .
All Filings in UNM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $675,953 | 7,561 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $552,252 | 7,562 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $594,115 | 7,666 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $605,361 | 7,783 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $602,631 | 7,462 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $461,878 | 5,670 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||