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Unum shares owned by Peterson Financial Group

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

Historical chart of Peterson Financial Group investment in Unum

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unum by Peterson Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.4k 91 59.14
2023-03-31 $859k 22k 39.56

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Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Rus Mdcp Val Etf (IWS)
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Ishares Core Msci Emkt (IEMG)
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Ishares Tr Rus Md Cp Gr Etf (IWP)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)

View all positions for Peterson Financial Group

Top funds holding Unum

BlackRock
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Geode Capital Management
Arrowstreet Capital, Limited Partnership
Donald Smith & Co
LSV Asset Management
AQR Capital Management
Goldman Sachs Group
Bank of New York Mellon
Nordea Investment Management Ab
First Trust Advisors

View all funds holding Unum