Position in UNM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$228,327
-$1,739,013 QoQ
Shares Held
2,554
-89.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#552
of 751 holders
Holding Since
Mar 2025
2 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, 2026VestGen Advisors, LLC holds $2,606,704 across 5 Insurance - Life names. UNM ranks #5 (8.8% of the industry book) .
All Filings in UNM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,327 | 2,554 | Shares | Sole | 2026-08-11 | |
| 2025-03-31 | $1,967,340 | 24,151 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||