Position in UNM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$228,774
+$41,891 QoQ
Shares Held
2,559
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#550
of 751 holders
Holding Since
Jun 2020
25 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, 2026TOTH FINANCIAL ADVISORY CORP holds $9,706,889 across 5 Insurance - Life names. UNM ranks #2 (2.4% of the industry book) .
All Filings in UNM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,774 | 2,559 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $186,883 | 2,559 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $198,322 | 2,559 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $199,039 | 2,559 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $229,358 | 2,840 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $237,863 | 2,920 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $237,347 | 3,250 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $206,732 | 3,478 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $177,760 | 3,478 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $186,629 | 3,478 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $157,275 | 3,478 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $234,046 | 4,758 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $226,956 | 4,758 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $188,226 | 4,758 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $194,194 | 4,733 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $183,640 | 4,733 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $175,985 | 5,173 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $161,425 | 5,123 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $90,737 | 3,693 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $92,546 | 3,693 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $113,685 | 4,003 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $108,703 | 3,906 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $74,325 | 3,240 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $48,251 | 2,867 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $4,479 | 270 | Shares | Sole | 2020-07-14 | |
| No filing history on record for this holder in this stock. | ||||||