Position in UNM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$386,655
+$70,801 QoQ
Shares Held
4,325
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#451
of 754 holders
Holding Since
Mar 2020
18 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, 2026DELTA ASSET MANAGEMENT LLC/TN holds $1,022,359 across 6 Insurance - Life names. UNM ranks #1 (37.8% of the industry book) .
All Filings in UNM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,655 | 4,325 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $315,854 | 4,325 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $335,187 | 4,325 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $336,398 | 4,325 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $349,287 | 4,325 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $352,314 | 4,325 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $315,854 | 4,325 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $257,078 | 4,325 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $221,050 | 4,325 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $232,079 | 4,325 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $195,576 | 4,325 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $212,746 | 4,325 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $206,302 | 4,325 | Shares | Sole | 2023-08-10 | |
| 2021-03-31 | $20,872 | 750 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $17,205 | 750 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $12,622 | 750 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $12,442 | 750 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $11,257 | 750 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||