UNM UNUMPROVIDENT com

Ownership history in DONALD SMITH & CO., INC.  ·  87 quarters on record

AI Ownership Summary

DONALD SMITH & CO., INC. reported UNUMPROVIDENT com (UNM) in 87 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.57% in 2024 Q1. The latest visible filing shows UNM at 1.91% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DONALD SMITH & CO., INC.'s position in UNUMPROVIDENT com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UNM was reported at 1.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.57% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DONALD SMITH & CO., INC. held UNM — position size vs. price
% of Fund (quarterly)    UNM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,315,212 -464,757 -26.1% 1.91% $101.9M 2026-02-14 (Est.) $71.64
2025 Q3 REDUCED 1,779,969 -25,997 -1.4% 2.76% $138.4M 2025-11-13 $76.54
2025 Q2 REDUCED 1,805,966 -132,332 -6.8% 3.43% $145.8M 2025-08-13 $70.16
2025 Q1 REDUCED 1,938,298 -533,119 -21.6% 3.87% $157.9M 2025-05-12 $79.43
2024 Q4 REDUCED 2,471,417 -449,593 -15.4% 4.32% $180.5M 2025-02-12 $73.42
2024 Q3 REDUCED 2,921,010 -187,291 -6.0% 4.10% $173.6M 2024-10-25 $59.92
2024 Q2 REDUCED 3,108,301 -554,811 -15.1% 4.05% $158.9M 2024-08-09 $51.77
2024 Q1 REDUCED 3,663,112 -24,070 -0.7% 4.57% $196.6M 2024-05-10 $50.84
2023 Q4 ADDED 3,687,182 +163,682 +4.6% 4.28% $166.7M 2024-02-05 $45.17
78 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DONALD SMITH & CO., INC. and UNM

These are the practical questions this page is built to answer before you even open the full history table.

How long has DONALD SMITH & CO., INC. reported owning UNM?

DONALD SMITH & CO., INC. reported UNM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UNM position in DONALD SMITH & CO., INC.'s portfolio?

The largest reported portfolio weight for UNM was 4.57% in 2024 Q1.

What is the latest reported UNM position on this page?

The most recent filing on this page is 2025 Q4, when DONALD SMITH & CO., INC. reported 1,315,212 shares, equal to 1.91% of portfolio, with an estimated market value of $101.9M.

What does the chart on this UNM ownership page compare?

The chart compares DONALD SMITH & CO., INC.'s quarterly UNM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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