Jeremy Grantham's RDN Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 239,986 shares of Radian Group Inc. (RDN) worth $7.94 M, representing 0.02% of the portfolio. First purchased in 2018-Q1, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in RDN, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 748,400 shares. Largest reduction occurred in Q3 2020, reducing 745,296 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Radian Group (RDN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Radian Group (RDN) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -76,929 | Reduce 24.27% | 239,986 | $33.08 |
| Q4 2025 | -7,446 | Reduce 2.30% | 316,915 | $35.99 |
| Q3 2025 | -34,669 | Reduce 9.66% | 324,361 | $36.22 |
| Q2 2025 | +6,248 | Add 1.77% | 359,030 | $36.02 |
| Q1 2025 | +55,983 | Add 18.86% | 352,782 | $33.07 |
| Q4 2024 | -4,664 | Reduce 1.55% | 296,799 | $31.72 |
| Q3 2024 | -49,032 | Reduce 13.99% | 301,463 | $34.69 |
| Q2 2024 | -21,850 | Reduce 5.87% | 350,495 | $31.10 |
| Q1 2024 | -73,586 | Reduce 16.50% | 372,345 | $33.47 |
| Q4 2023 | -24,108 | Reduce 5.13% | 445,931 | $28.55 |
| Q3 2023 | -89,708 | Reduce 16.03% | 470,039 | $25.11 |
| Q2 2023 | +89,399 | Add 19.01% | 559,747 | $25.28 |
| Q1 2023 | -17,900 | Reduce 3.67% | 470,348 | $22.10 |
| Q4 2022 | +185,338 | Add 61.19% | 488,248 | $19.07 |
| Q3 2022 | -148,500 | Reduce 32.90% | 302,910 | $19.29 |
| Q2 2022 | +117,360 | Add 35.13% | 451,410 | $19.65 |
| Q1 2022 | +51,460 | Add 18.21% | 334,050 | $22.21 |
| Q4 2021 | +76,974 | Add 37.44% | 282,590 | $21.13 |
| Q3 2021 | +205,616 | New Buy | 205,616 | $22.72 |
| Q4 2020 | -231,300 | Sold Out | 0 | $0.00 |
| Q3 2020 | -745,296 | Reduce 76.32% | 231,300 | $14.61 |
| Q2 2020 | -438,600 | Reduce 30.99% | 976,596 | $15.51 |
| Q1 2020 | +748,400 | Add 112.24% | 1.42 M | $12.95 |
| Q4 2019 | +220,296 | Add 49.34% | 666,796 | $25.16 |
| Q3 2019 | +165,900 | Add 59.12% | 446,500 | $22.84 |
| Q2 2019 | +145,400 | Add 107.54% | 280,600 | $22.85 |
| Q1 2019 | +135,200 | New Buy | 135,200 | $20.74 |
| Q2 2018 | -12,300 | Sold Out | 0 | $0.00 |
| Q1 2018 | +12,300 | New Buy | 12,300 | $19.02 |
Jeremy Grantham's Radian Group Investment FAQs
Jeremy Grantham first purchased Radian Group Inc. (RDN) in Q1 2018, acquiring 12,300 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Radian Group Inc. (RDN) for 29 quarters since Q1 2018.
Jeremy Grantham's largest addition to Radian Group Inc. (RDN) was in Q1 2020, adding 1,415,196 shares worth $18.33 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 239,986 shares of Radian Group Inc. (RDN), valued at approximately $7.94 M.
As of the Q1 2026 filing, Radian Group Inc. (RDN) represents approximately 0.02% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Radian Group Inc. (RDN) was 1,415,196 shares, as reported at the end of Q1 2020.