Position in UNM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$353,040
+$38,646 QoQ
Shares Held
3,949
-8.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#469
of 754 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026SageView Advisory Group, LLC holds $1,336,748 across 3 Insurance - Life names. UNM ranks #2 (26.4% of the industry book) .
All Filings in UNM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,040 | 3,949 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $314,394 | 4,305 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $358,360 | 4,624 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $378,555 | 4,867 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $399,681 | 4,949 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $389,134 | 4,777 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $324,107 | 4,438 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $283,409 | 4,768 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $259,434 | 5,076 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $367,548 | 8,128 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $349,790 | 7,111 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $364,809 | 7,648 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||