Position in UNM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$24,942
+$4,567 QoQ
Shares Held
279
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#644
of 754 holders
Holding Since
Sep 2025
4 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, 2026KERR FINANCIAL PLANNING Corp holds $516,469 across 4 Insurance - Life names. UNM ranks #3 (4.8% of the industry book) .
All Filings in UNM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,942 | 279 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $20,375 | 279 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $21,545 | 278 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $21,622 | 278 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||