UNM UNUMPROVIDENT CORP COM

Ownership history in GRACE & WHITE INC /NY  ·  106 quarters on record

AI Ownership Summary

GRACE & WHITE INC /NY reported UNUMPROVIDENT CORP COM (UNM) in 106 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.77% in 2025 Q1. The latest visible filing shows UNM at 6.75% 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 GRACE & WHITE INC /NY's position in UNUMPROVIDENT CORP 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 6.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.77% in 2025 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 GRACE & WHITE INC /NY 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 488,230 -5,501 -1.1% 6.75% $37.8M 2026-02-14 (Est.) $71.64
2025 Q3 REDUCED 493,731 -4,525 -0.9% 6.78% $38.4M 2025-10-23 $75.49
2025 Q2 REDUCED 498,256 -1,100 -0.2% 7.37% $40.2M 2025-07-24 $78.59
2025 Q1 UNCHANGED 499,356 0% 7.77% $40.7M 2025-04-22 $75.54
2024 Q4 UNCHANGED 499,356 0% 6.82% $36.5M 2025-01-29 $75.53
2024 Q3 REDUCED 499,356 -3,450 -0.7% 5.36% $29.7M 2024-10-21 $61.18
2024 Q2 REDUCED 502,806 -350 -0.1% 4.83% $25.7M 2024-07-22 $51.55
2024 Q1 REDUCED 503,156 -17,300 -3.3% 4.86% $27.0M 2024-04-25 $49.18
2023 Q4 REDUCED 520,456 -5,300 -1.0% 4.13% $23.5M 2024-02-01 $44.78
97 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GRACE & WHITE INC /NY and UNM

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

How long has GRACE & WHITE INC /NY reported owning UNM?

GRACE & WHITE INC /NY reported UNM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UNM position in GRACE & WHITE INC /NY's portfolio?

The largest reported portfolio weight for UNM was 7.77% in 2025 Q1.

What is the latest reported UNM position on this page?

The most recent filing on this page is 2025 Q4, when GRACE & WHITE INC /NY reported 488,230 shares, equal to 6.75% of portfolio, with an estimated market value of $37.8M.

What does the chart on this UNM ownership page compare?

The chart compares GRACE & WHITE INC /NY'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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