Position in UNM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$55,428
+$10,150 QoQ
Shares Held
620
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#621
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, 2026Millstone Evans Group, LLC holds $187,808 across 4 Insurance - Life names. UNM ranks #3 (29.5% of the industry book) .
All Filings in UNM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,428 | 620 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $45,278 | 620 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $48,050 | 620 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $48,223 | 620 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $50,071 | 620 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $50,505 | 620 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $45,278 | 620 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||