Donald Smith & Co's UNM Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 1.32 M shares of Unum Group (UNM) worth $101.93 M, representing 1.91% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Donald Smith & Co has maintained a long-term strategic position in UNM, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2015, adding 6.71 M shares. Largest reduction occurred in Q3 2015, reducing 6.31 M shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's Unum Group (UNM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Unum Group (UNM) Trades by Donald Smith & Co
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +3.93 M | Add 0.00% | 3.93 M | $29.37 |
| Q3 2013 | -11,340 | Reduce 0.29% | 3.92 M | $30.44 |
| Q4 2013 | -6,174 | Reduce 0.16% | 3.92 M | $35.08 |
| Q1 2014 | -25,431 | Reduce 0.65% | 3.89 M | $35.31 |
| Q2 2014 | +156,095 | Add 4.01% | 4.05 M | $34.76 |
| Q3 2014 | +568,622 | Add 14.05% | 4.61 M | $34.38 |
| Q4 2014 | +1.32 M | Add 28.51% | 5.93 M | $34.88 |
| Q1 2015 | +588,974 | Add 9.93% | 6.52 M | $33.73 |
| Q2 2015 | -207,720 | Reduce 3.19% | 6.31 M | $35.75 |
| Q3 2015 | -6.31 M | Sold Out | 0 | $0.00 |
| Q4 2015 | +6.71 M | New Buy | 6.71 M | $33.29 |
| Q1 2016 | +66,616 | Add 0.99% | 6.78 M | $30.92 |
| Q2 2016 | +28,101 | Add 0.41% | 6.8 M | $31.79 |
| Q3 2016 | -138 | Reduce 0.00% | 6.8 M | $35.31 |
| Q4 2016 | -1.06 M | Reduce 15.60% | 5.74 M | $43.93 |
| Q1 2017 | -2.17 M | Reduce 37.87% | 3.57 M | $46.89 |
| Q2 2017 | -1,362 | Reduce 0.04% | 3.57 M | $46.63 |
| Q3 2017 | -175,090 | Reduce 4.91% | 3.39 M | $51.13 |
| Q4 2017 | -728,803 | Reduce 21.49% | 2.66 M | $54.89 |
| Q1 2018 | -598,583 | Reduce 22.48% | 2.06 M | $47.61 |
| Q2 2018 | +3.26 M | Add 158.18% | 5.33 M | $36.99 |
| Q3 2018 | +227,260 | Add 4.27% | 5.56 M | $39.07 |
| Q4 2018 | +250,095 | Add 4.50% | 5.81 M | $29.38 |
| Q1 2019 | -275,393 | Reduce 4.74% | 5.53 M | $33.83 |
| Q2 2019 | -1,132 | Reduce 0.02% | 5.53 M | $33.55 |
| Q3 2019 | +343,265 | Add 6.21% | 5.87 M | $29.72 |
| Q4 2019 | -162,264 | Reduce 2.76% | 5.71 M | $29.16 |
| Q1 2020 | +555,099 | Add 9.72% | 6.27 M | $15.01 |
| Q2 2020 | +213,855 | Add 3.41% | 6.48 M | $16.59 |
| Q3 2020 | -468,315 | Reduce 7.23% | 6.01 M | $16.83 |
| Q4 2020 | -74,668 | Reduce 1.24% | 5.94 M | $22.94 |
| Q1 2021 | -750,590 | Reduce 12.64% | 5.19 M | $27.83 |
| Q2 2021 | +22,880 | Add 0.44% | 5.21 M | $28.40 |
| Q3 2021 | +2,538 | Add 0.05% | 5.21 M | $25.06 |
| Q4 2021 | +314 | Add 0.01% | 5.21 M | $24.57 |
| Q1 2022 | -296,085 | Reduce 5.68% | 4.91 M | $31.51 |
| Q2 2022 | -499,906 | Reduce 10.17% | 4.42 M | $34.02 |
| Q3 2022 | -63,463 | Reduce 1.44% | 4.35 M | $38.80 |
| Q4 2022 | -545,203 | Reduce 12.53% | 3.81 M | $41.03 |
| Q1 2023 | -11,306 | Reduce 0.30% | 3.8 M | $39.56 |
| Q2 2023 | -102,379 | Reduce 2.70% | 3.69 M | $47.70 |
| Q3 2023 | -169,194 | Reduce 4.58% | 3.52 M | $49.19 |
| Q4 2023 | +163,682 | Add 4.65% | 3.69 M | $45.22 |
| Q1 2024 | -24,070 | Reduce 0.65% | 3.66 M | $53.66 |
| Q2 2024 | -554,811 | Reduce 15.15% | 3.11 M | $51.11 |
| Q3 2024 | -187,291 | Reduce 6.03% | 2.92 M | $59.44 |
| Q4 2024 | -449,593 | Reduce 15.39% | 2.47 M | $73.03 |
| Q1 2025 | -533,119 | Reduce 21.57% | 1.94 M | $81.46 |
| Q2 2025 | -132,332 | Reduce 6.83% | 1.81 M | $80.76 |
| Q3 2025 | -25,997 | Reduce 1.44% | 1.78 M | $77.78 |
| Q4 2025 | -464,757 | Reduce 26.11% | 1.32 M | $77.50 |
Donald Smith & Co's Unum Group Investment FAQs
Donald Smith & Co first purchased Unum Group (UNM) in Q2 2013, acquiring 3,933,021 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 Unum Group (UNM) for 51 quarters since Q2 2013.
Donald Smith & Co's largest addition to Unum Group (UNM) was in Q4 2015, adding 6,708,463 shares worth $223.32 M.
According to the latest 13F filing for Q4 2025, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 1,315,212 shares of Unum Group (UNM), valued at approximately $101.93 M.
As of the Q4 2025 filing, Unum Group (UNM) represents approximately 1.91% of Donald Smith & Co's publicly disclosed stock portfolio, making it one of their key holdings.
Donald Smith & Co's peak holding in Unum Group (UNM) was 6,803,180 shares, as reported at the end of Q2 2016.