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Unum shares owned by Wetzel Investment Advisors

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

Historical chart of Wetzel Investment Advisors investment in Unum

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unum by Wetzel Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $326k 4.2k 77.78
2025-06-30 $338k 4.2k 80.76
2025-03-31 $341k 4.2k 81.46
2024-12-31 $416k 5.7k 73.03
2024-09-30 $368k 6.2k 59.44
2024-06-30 $332k 6.2k 53.66
2024-03-31 $314k 6.2k 50.79
2023-12-31 $339k 7.5k 45.26

More positions owned by Wetzel Investment Advisors

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Vanguard Index Fds Value Etf (VTV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
JPMorgan Chase & Co. (JPM)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Conv Bd Etf (ICVT)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust Portfolio Intrmd (SPIB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

View all positions for Wetzel 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