Position in UNM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$286,258
+$52,416 QoQ
Shares Held
3,202
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#501
of 754 holders
Holding Since
Jun 2024
9 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, 2026Bank & Trust Co holds $677,652 across 5 Insurance - Life names. UNM ranks #1 (42.2% of the industry book) .
All Filings in UNM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,258 | 3,202 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $233,842 | 3,202 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $248,155 | 3,202 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $249,051 | 3,202 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $258,593 | 3,202 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $243,483 | 2,989 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $218,286 | 2,989 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $177,666 | 2,989 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $144,845 | 2,834 | Shares | Sole | 2024-07-08 | |
| No filing history on record for this holder in this stock. | ||||||