A detailed history of Principia Wealth Advisory, LLC transactions in Unum Group stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 14 shares of UNM stock, worth $1,077. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14
Previous 11 27.27%
Holding current value
$1,077
Previous $846,000 33.69%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$70.48 - $82.91 $211 - $248
3 Added 27.27%
14 $1.13 Million
Q1 2025

Apr 11, 2025

BUY
$71.8 - $83.34 $71 - $83
1 Added 10.0%
11 $846,000
Q4 2024

Apr 11, 2025

BUY
$58.88 - $77.07 $588 - $770
10 New
10 $730,000

Others Institutions Holding UNM

About Unum Group


  • Ticker UNM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Life
  • Shares Outstandng 200,000,000
  • Market Cap $15.4B
  • Description
  • Unum Group, together with its subsidiaries, provides financial protection benefit solutions primarily in the United States, the United Kingdom, and Poland. It operates through Unum US, Unum International, Colonial Life, and Closed Block segments. The company offers group long-term and short-term disability, group life, and accidental death and d...
More about UNM
Track This Portfolio

Track Principia Wealth Advisory, LLC Portfolio

Follow Principia Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principia Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principia Wealth Advisory, LLC with notifications on news.