Jeremy Grantham's UNM Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 4,439 shares of Unum Group (UNM) worth $345,265, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in UNM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 73,998 shares. Largest reduction occurred in Q2 2014, reducing 148,683 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Unum Group (UNM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Unum Group (UNM) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +322,941 | Add 0.00% | 322,941 | $29.37 |
| Q3 2013 | +66,678 | Add 20.65% | 389,619 | $30.44 |
| Q4 2013 | -18,805 | Reduce 4.83% | 370,814 | $35.08 |
| Q1 2014 | -114,596 | Reduce 30.90% | 256,218 | $35.31 |
| Q2 2014 | -148,683 | Reduce 58.03% | 107,535 | $34.76 |
| Q3 2014 | -9,600 | Reduce 8.93% | 97,935 | $34.38 |
| Q4 2014 | -33,835 | Reduce 34.55% | 64,100 | $34.88 |
| Q1 2015 | +5,200 | Add 8.11% | 69,300 | $33.72 |
| Q2 2015 | -12,400 | Reduce 17.89% | 56,900 | $35.75 |
| Q3 2015 | +35,250 | Add 61.95% | 92,150 | $32.08 |
| Q4 2015 | -11,200 | Reduce 12.15% | 80,950 | $33.29 |
| Q1 2016 | -69,450 | Reduce 85.79% | 11,500 | $30.96 |
| Q2 2016 | -11,500 | Sold Out | 0 | $0.00 |
| Q1 2017 | +59,248 | New Buy | 59,248 | $46.89 |
| Q2 2017 | +73,600 | Add 124.22% | 132,848 | $46.63 |
| Q3 2017 | -25,100 | Reduce 18.89% | 107,748 | $51.13 |
| Q4 2017 | +1,800 | Add 1.67% | 109,548 | $54.89 |
| Q1 2018 | +7,600 | Add 6.94% | 117,148 | $47.61 |
| Q2 2018 | -16,229 | Reduce 13.85% | 100,919 | $36.99 |
| Q3 2018 | -100,919 | Sold Out | 0 | $0.00 |
| Q2 2022 | +11,900 | New Buy | 11,900 | $34.03 |
| Q3 2022 | +2,900 | Add 24.37% | 14,800 | $38.78 |
| Q4 2022 | +16,048 | Add 108.43% | 30,848 | $41.03 |
| Q1 2023 | +66,900 | Add 216.87% | 97,748 | $39.56 |
| Q2 2023 | -10,448 | Reduce 10.69% | 87,300 | $47.70 |
| Q3 2023 | +73,998 | Add 84.76% | 161,298 | $49.19 |
| Q4 2023 | -13,895 | Reduce 8.61% | 147,403 | $45.22 |
| Q1 2024 | -1,619 | Reduce 1.10% | 145,784 | $53.66 |
| Q2 2024 | +27,628 | Add 18.95% | 173,412 | $51.11 |
| Q3 2024 | -1,365 | Reduce 0.79% | 172,047 | $59.44 |
| Q4 2024 | -58,740 | Reduce 34.14% | 113,307 | $73.03 |
| Q1 2025 | +5,809 | Add 5.13% | 119,116 | $81.46 |
| Q2 2025 | -48,653 | Reduce 40.85% | 70,463 | $80.76 |
| Q3 2025 | -66,024 | Reduce 93.70% | 4,439 | $77.78 |
Jeremy Grantham's Unum Group Investment FAQs
Jeremy Grantham first purchased Unum Group (UNM) in Q2 2013, acquiring 322,941 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 Unum Group (UNM) for 34 quarters since Q2 2013.
Jeremy Grantham's largest addition to Unum Group (UNM) was in Q2 2013, adding 322,941 shares worth $9.48 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 4,439 shares of Unum Group (UNM), valued at approximately $345,265.
As of the Q3 2025 filing, Unum Group (UNM) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Unum Group (UNM) was 389,619 shares, as reported at the end of Q3 2013.