UNUM GROUP · CUSIP 91529Y106 · CIK 1596055
As of 2026-06-30, Silver Lake Advisory, LLC reported 73.19K UNM (shares), valued at $6.54M, or 2.34% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares decreased 0.55%; reported value increased 21.74%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.34% | 73,190 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 2.13% | 73,595 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 2.24% | 74,430 | SEC filing ↗Filed Jan 9, 2026 |
| Q3 2025 | 2.28% | 73,533 | SEC filing ↗Filed Oct 15, 2025 |
| Q2 2025 | 2.51% | 72,982 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 2.57% | 72,233 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 2.33% | 72,536 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 1.85% | 75,766 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 1.70% | 73,993 | SEC filing ↗Filed Aug 15, 2024Amended |
| Q1 2024 | 1.77% | 73,892 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 1.81% | 71,322 | SEC filing ↗Filed Feb 6, 2024 |
| Q3 2023 | 2.07% | 68,200 | SEC filing ↗Filed Oct 25, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.07% | 68,200 | $3.35M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 25, 2023 |
| Q4 2023 | 1.81% | 71,322 | $3.23M | Shares increased 4.58%; reported value decreased 3.87%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 1.77% | 73,892 | $3.97M | Shares increased 3.60%; reported value increased 22.95%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 1.70% | 73,993 | $3.78M | Shares increased 0.14%; reported value decreased 4.62%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 15, 2024 |
| Q3 2024 | 1.85% | 75,766 | $4.50M | Shares increased 2.40%; reported value increased 19.09%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 2.33% | 72,536 | $5.30M | Shares decreased 4.26%; reported value increased 17.62%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 2.57% | 72,233 | $5.88M | Shares decreased 0.42%; reported value increased 11.08%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 2.51% | 72,982 | $5.89M | Shares increased 1.04%; reported value increased 0.17%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 2.28% | 73,533 | $5.72M | Shares increased 0.75%; reported value decreased 2.96%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2025 |
| Q4 2025 | 2.24% | 74,430 | $5.77M | Shares increased 1.22%; reported value increased 0.86%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 9, 2026 |
| Q1 2026 | 2.13% | 73,595 | $5.37M | Shares decreased 1.12%; reported value decreased 6.83%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 2.34% | 73,190 | $6.54M | Shares decreased 0.55%; reported value increased 21.74%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.