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Unum shares owned by Beaton Management

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

Historical chart of Beaton Management investment in Unum

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

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Quarterly reported holdings in Unum by Beaton Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $224k 2.5k 89.60
2025-06-30 $202k 2.5k 80.80
2025-03-31 $204k 2.5k 81.60

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Caterpillar Common (CAT)
Microsoft Corp Common (MSFT)
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Alphabet Inc Cl A Common (GOOGL)
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Exxon Mobil Corp Common (XOM)
Invesco Qqq Trust Etf Etf (QQQ)
Bank Of Amer Corp Common (BAC)

View all positions for Beaton Management

Top funds holding Unum

BlackRock
Norges Bank Investment Management
Vanguard Portfolio Management
FMR
Vanguard Capital Management
TOMS Capital Investment Management
State Street Corporation
Dimensional Fund Advisors
Morgan Stanley
Geode Capital Management
AQR Capital Management
LSV Asset Management
Goldman Sachs Group
First Trust Advisors
Qube Research & Technologies

View all funds holding Unum