Tom Russo's UNM Position Overview
Tom Russo (via Gardner Russo & Quinn LLC) currently holds 3,800 shares of Unum Group (UNM) worth $294,500, representing 0.00% of the portfolio. First purchased in 2017-Q1, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Tom Russo has maintained a strategic position in UNM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 4,050 shares. Largest reduction occurred in Q2 2018, reducing 4,500 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Russo's Unum Group (UNM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Unum Group (UNM) Trades by Tom Russo
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2017 | +4,500 | New Buy | 4,500 | $46.89 |
| Q2 2018 | -4,500 | Sold Out | 0 | $0.00 |
| Q1 2024 | +4,050 | New Buy | 4,050 | $53.66 |
| Q3 2024 | -250 | Reduce 6.17% | 3,800 | $59.44 |
Tom Russo's Unum Group Investment FAQs
Tom Russo first purchased Unum Group (UNM) in Q1 2017, acquiring 4,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Russo has held Unum Group (UNM) for 14 quarters since Q1 2017.
Tom Russo's largest addition to Unum Group (UNM) was in Q1 2017, adding 4,500 shares worth $211,000.
According to the latest 13F filing for Q4 2025, Tom Russo's firm, Gardner Russo & Quinn LLC, owns 3,800 shares of Unum Group (UNM), valued at approximately $294,500.
As of the Q4 2025 filing, Unum Group (UNM) represents approximately 0.00% of Tom Russo's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Russo's peak holding in Unum Group (UNM) was 4,500 shares, as reported at the end of Q1 2017.