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Unum shares owned by Beacon Financial

Quarter-by-quarter ownership of Unum (UNM) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in Unum

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All positions including Unum held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unum by Beacon Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $277k 6.1k 45.22

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Vanguard Specialized Funds Div App Etf (VIG)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for Beacon Financial

Top funds holding Unum

Vanguard Group
Norges Bank Investment Management
Dimensional Fund Advisors
Charles Schwab Investment Management
Donald Smith & Co
AQR Capital Management
LSV Asset Management
Bank of New York Mellon
Goldman Sachs Group
Nordea Investment Management Ab
Millennium Management
Royal Bank of Canada
Arrowstreet Capital, Limited Partnership
Two Sigma Advisers
Two Sigma Investments

View all funds holding Unum