Position in UNM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$134,100
+$24,555 QoQ
Shares Held
1,500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#588
of 754 holders
Holding Since
Dec 2023
11 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, 2026Caitlin John, LLC holds $159,306 across 5 Insurance - Life names. UNM ranks #1 (84.2% of the industry book) .
All Filings in UNM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,100 | 1,500 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $109,545 | 1,500 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $128,495 | 1,658 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $454,156 | 5,839 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $410,583 | 5,084 | Shares | Defined | 2025-07-14 | |
| 2025-03-31 | $459,434 | 5,640 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $502,884 | 6,886 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $423,985 | 7,133 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $426,104 | 8,337 | Shares | Sole | 2025-01-27 | |
| 2024-03-31 | $6,117 | 114 | Shares | Sole | 2025-01-27 | |
| 2023-12-31 | $5,155 | 114 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||