Donald Smith & Co. sold 678K shares of Unum Group (UNM) in 2026 Q2, according to the 13F-HR filed with the SEC on August 11, 2026, 51% of the position. What remains is 649K shares worth about $58.1M, 1.03% of the portfolio against 1.74% a quarter earlier.
What did the 2026 Q2 filing report for UNM?
As of June 30, 2026, from the 13F-HR filed August 11, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.33M | 649K |
| Shares sold | -678K (51%) | |
| Reported value | $97M | $58.1M |
| Portfolio weight | 1.74% | 1.03% |
| Rank in portfolio | 31st of 66 |
How much did Donald Smith & Co. cut UNM?
Donald Smith & Co. sold 678K shares of UNM during 2026 Q2, cutting the stake from 1.33M to 649K. The reported value of the position fell by about $38.9M, from about $97M to about $58.1M.
Where does UNM sit in the Donald Smith & Co. portfolio?
UNM ranks 31st of 66 stock positions in the Donald Smith & Co. portfolio at 1.03%, below the fund's average stock position of 2%. The largest stock position is AER at 7.52%. Next come EGO at 4.82% and CGAU at 4.34%. The three largest stocks together are 16.68% of the book. The UNM cut was the 4th largest of the quarter's 63 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Donald Smith & Co. reported 66 stock positions, with 6 opened and 2 closed. The total portfolio value is about $5.6B, up 2% from the prior quarter.
How long has Donald Smith & Co. held UNM?
Donald Smith & Co. has held UNM since at least the quarter ended June 30, 2013, the start of the filings we track. The fund sold out of the name in 2015 Q3 and came back in 2015 Q4. The weight peaked at 7.53% in 2022 Q3. The share count had been unchanged the quarter before. Every reported trade is on the Donald Smith & Co. UNM trade history page.
FAQ
How many UNM shares did Donald Smith & Co. sell in 2026 Q2?
Donald Smith & Co. sold 678K shares of UNM, 51% of the position, leaving 649K shares.
What remains of the UNM position of Donald Smith & Co.?
Donald Smith & Co. still holds 649K shares of UNM, worth about $58.1M at June 30, 2026 prices.
How much of the Donald Smith & Co. portfolio is UNM now?
UNM is 1.03% of the Donald Smith & Co. portfolio, down from 1.74% a quarter earlier.