Position in UNM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$284,292
+$81,342 QoQ
Shares Held
3,180
+14.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#504
of 754 holders
Holding Since
Dec 2024
7 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, 2026PFG Investments, LLC holds $2,018,445 across 4 Insurance - Life names. UNM ranks #4 (14.1% 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 | $284,292 | 3,180 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $202,950 | 2,779 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $218,860 | 2,824 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $219,650 | 2,824 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $228,066 | 2,824 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $241,447 | 2,964 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $216,460 | 2,964 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||