Castlekeep Investment Advisors »

Unum shares owned by Castlekeep Investment Advisors

Quarter-by-quarter ownership of Unum (UNM) shares owned by Castlekeep Investment Advisors from 13F filings

Historical chart of Castlekeep Investment Advisors investment in Unum

Tip: Access up to 7 years of quarterly data

All positions including Unum held by Castlekeep Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Unum by Castlekeep Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 21k 77.78
2025-06-30 $1.3M 17k 80.76

More positions owned by Castlekeep Investment Advisors

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust S&p Bk Etf (KBE)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Ishares Tr Sp Smcp600vl Etf (IJS)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Great Lakes Dredge & Dock Corporation (GLDD)
Golub Capital BDC (GBDC)
Midcap Financial Invstmnt Com New (MFIC)
Boeing Company (BA)
Oaktree Specialty Lending Corp (OCSL)
Citigroup Com New (C)

View all positions for Castlekeep Investment Advisors

Top funds holding Unum

Vanguard Group
BlackRock
FMR
First Trust Advisors
Charles Schwab Investment Management
State Street Corporation
Morgan Stanley
Dimensional Fund Advisors
Geode Capital Management
LSV Asset Management
Allianz Asset Management
AQR Capital Management
Victory Capital Management
Bank of New York Mellon
Donald Smith & Co

View all funds holding Unum