RICHARDSON FINANCIAL SERVICES INC.

Position in UNM — Unum Group

CIK 2012303 MEDWAY, MA

Position in UNM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$134,547

+$26,098 QoQ

Shares Held

1,505

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#585

of 751 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RICHARDSON FINANCIAL SERVICES INC. holds $450,913 across 6 Insurance - Life names. UNM ranks #2 (29.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	2,109	$178,442
2	UNM	Unum Group This page	1,505	$134,547
3	AFL	Aflac Inc	630	$73,867
4	CNO	CNO Financial Group, Inc.	1,044	$53,223
5	LNC	Lincoln National Corp	211	$7,458
6	FG	F&G Annuities & Life, Inc.	127	$3,376

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$134,547	1,505	+1.3%	Shares	Sole	2026-08-10
2026-03-31	$108,449	1,485	-0.7%	Shares	Sole	2026-05-04
2025-12-31	$115,862	1,495	-3.2%	Shares	Sole	2026-01-22
2025-09-30	$120,170	1,545	-8.6%	Shares	Sole	2025-10-28
2025-06-30	$136,484	1,690	-1.7%	Shares	Sole	2025-07-25
2025-03-31	$140,111	1,720	+1.2%	Shares	Sole	2025-05-06
2024-12-31	$124,151	1,700	-4.2%	Shares	Sole	2025-01-24
2024-09-30	$105,505	1,775	0.0%	Shares	Sole	2024-10-24
2024-06-30	$90,720	1,775	-9.2%	Shares	Sole	2024-08-12
2024-03-31	$104,904	1,955	+4.8%	Shares	Sole	2024-05-03
2023-12-31	$84,335	1,865	—	Shares	Sole	2024-03-04
No filing history on record for this holder in this stock.