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Unum shares owned by Beacon Harbor Wealth Advisors

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

Historical chart of Beacon Harbor Wealth Advisors investment in Unum

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unum by Beacon Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $5.1M 104k 49.19
2023-06-30 $4.9M 104k 47.70
2023-03-31 $4.1M 104k 39.56

More positions owned by Beacon Harbor Wealth Advisors

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Ishares Tr Ibonds Dec 2031 (IBTL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Davis Fundamental Etf Tr Select Finl (DFNL)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Vanguard World Mega Cap Index (MGC)
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Ishares Gold Tr Ishares New (IAU)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Portfolio Short (SPSB)
International Business Machines (IBM)
Elf Beauty (ELF)
NVIDIA Corporation (NVDA)
Amphastar Pharmaceuticals (AMPH)

View all positions for Beacon Harbor Wealth Advisors

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