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Unum shares owned by SWAN Capital

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

Historical chart of SWAN Capital investment in Unum

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unum by SWAN Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $22k 300 73.03

More positions owned by SWAN Capital

Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Energy Etf (VDE)
Vanguard World Utilities Etf (VPU)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard World Inf Tech Etf (VGT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for SWAN Capital

Top funds holding Unum

BlackRock
Vanguard Group
Vanguard Portfolio Management
FMR
Vanguard Capital Management
Charles Schwab Investment Management
State Street Corporation
Dimensional Fund Advisors
Morgan Stanley
Geode Capital Management
First Trust Advisors
LSV Asset Management
AQR Capital Management
Woodline Partners
Victory Capital Management

View all funds holding Unum