Walker Asset Management, LLC UNM β€” UNUM GROUP

Ownership history in Walker Asset Management, LLC  Β·  2 quarters on record

AI Ownership Summary

Walker Asset Management, LLC reported UNUM GROUP (UNM) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.11% in 2026 Q2. The latest visible filing shows UNM at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Walker Asset Management, LLC's position in UNUM GROUP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

UNM was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Walker Asset Management, LLC held UNM β€” position size vs. price
% of Fund (quarterly)    UNM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 2,407 -136,820 -98.3% 0.11% $215K 2026-07-10 $88.27
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Walker Asset Management, LLC and UNM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Walker Asset Management, LLC reported owning UNM?

Walker Asset Management, LLC reported UNM across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported UNM position in Walker Asset Management, LLC's portfolio?

The largest reported portfolio weight for UNM was 0.11% in 2026 Q2.

What is the latest reported UNM position on this page?

The most recent filing on this page is 2026 Q2, when Walker Asset Management, LLC reported 2,407 shares, equal to 0.11% of portfolio, with an estimated market value of $215K.

What does the chart on this UNM ownership page compare?

The chart compares Walker Asset Management, LLC's quarterly UNM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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