Donald Smith & Co's RDN Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 2.1 M shares of Radian Group Inc. (RDN) worth $75.93 M, representing 1.51% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Donald Smith & Co has maintained a strategic position in RDN, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 1.03 M shares. Largest reduction occurred in Q2 2025, reducing 928,589 shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's Radian Group (RDN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Radian Group (RDN) Trades by Donald Smith & Co
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2022 | +3.05 M | New Buy | 3.05 M | $22.21 |
| Q2 2022 | +183,299 | Add 6.00% | 3.24 M | $19.65 |
| Q3 2022 | -14,167 | Reduce 0.44% | 3.22 M | $19.29 |
| Q4 2022 | +295,221 | Add 9.16% | 3.52 M | $19.07 |
| Q1 2023 | -26,166 | Reduce 0.74% | 3.49 M | $22.10 |
| Q2 2023 | -80,756 | Reduce 2.31% | 3.41 M | $25.28 |
| Q3 2023 | +5,543 | Add 0.16% | 3.42 M | $25.11 |
| Q4 2023 | +594,752 | Add 17.40% | 4.01 M | $28.55 |
| Q1 2024 | -861,329 | Reduce 21.47% | 3.15 M | $33.47 |
| Q2 2024 | -227,512 | Reduce 7.22% | 2.92 M | $31.10 |
| Q3 2024 | -62,423 | Reduce 2.14% | 2.86 M | $34.69 |
| Q4 2024 | -11,144 | Reduce 0.39% | 2.85 M | $31.72 |
| Q1 2025 | -856,048 | Reduce 30.04% | 1.99 M | $33.07 |
| Q2 2025 | -928,589 | Reduce 46.57% | 1.07 M | $36.02 |
| Q3 2025 | +1.03 M | Add 96.78% | 2.1 M | $36.22 |
Donald Smith & Co's Radian Group Investment FAQs
Donald Smith & Co first purchased Radian Group Inc. (RDN) in Q1 2022, acquiring 3,054,608 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co has held Radian Group Inc. (RDN) for 15 quarters since Q1 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co's largest addition to Radian Group Inc. (RDN) was in Q1 2022, adding 3,054,608 shares worth $67.84 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 2,096,252 shares of Radian Group Inc. (RDN), valued at approximately $75.93 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Radian Group Inc. (RDN) represents approximately 1.51% of Donald Smith & Co's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co's peak holding in Radian Group Inc. (RDN) was 4,012,334 shares, as reported at the end of Q4 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.