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Unum shares owned by Legacy Investment Solutions

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

Historical chart of Legacy Investment Solutions investment in Unum

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unum by Legacy Investment Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $30k 370 80.76
2024-12-31 $29k 370 76.95
2024-09-30 $26k 370 71.02

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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Microstrategy Cl A New (MSTR)

View all positions for Legacy Investment Solutions

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