Position in UNM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,510,888
+$1,179,113 QoQ
Shares Held
28,086
+54.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#228
of 754 holders
Holding Since
Jun 2024
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, 2026Catalyst Funds Management Pty Ltd holds $7,896,931 across 6 Insurance - Life names. UNM ranks #2 (31.8% 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 | $2,510,888 | 28,086 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,331,775 | 18,236 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $279,000 | 3,600 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $894,470 | 11,500 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $314,964 | 3,900 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $332,864 | 5,600 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $71,554 | 1,400 | Shares | Sole | 2024-12-18 | |
| No filing history on record for this holder in this stock. | ||||||