Current position

Tom Russo’s Unum Group (UNM) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Gardner Russo & Quinn · formerly Gardner Russo & GardnerVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2007Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares9.80KHighest verified quarter-end share count
Quarters reported22Verified quarters with shares above zero
What happened?

Gardner Russo & Quinn · formerly Gardner Russo & Gardner first reported Unum Group in Q1 2007. After an earlier exit, the position later appeared again in a verified filing. The reported position was reduced across later filings. Gardner Russo & Quinn · formerly Gardner Russo & Gardner currently reports 3.49K shares. The latest verified filing showed: Sold 8.3% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 8.3% of the position−315 shares · 3.49K shares remained
Filing context

Quarter-end price $89.40 · Estimated holding basis $53.66

Q3 2024
Sold 6.2% of the position−250 shares · 3.80K shares remained
Filing context

Quarter-end price $59.44 · Estimated holding basis $53.66

Q1 2024
New position+4.05K shares · 4.05K shares reported
Filing context

Quarter-end price $53.66 · Estimated holding basis $53.66

Q2 2018
Sold the entire position−4.50K shares · No shares reported at quarter-end
Q1 2018
New position+4.50K shares · 4.50K shares reported
Filing context

Quarter-end price $47.56 · Estimated holding basis $47.56

Q2 2013
Sold the entire position−5.33K shares · No shares reported at quarter-end

11 unchanged quarters are collapsed by default.

Portfolio importance

How important is Unum Group in Gardner Russo & Quinn · formerly Gardner Russo & Gardner’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.0%Q2 2026
Current rank#77of 85 reported positions
Peak portfolio weight0.0%Q3 2008
Best historical rank#61Q4 2024
At peak importanceQ3 2008
UNM
0.0%
Largest holding
16.1%
Cross-investor discovery

Who else owns Unum Group?

Also reported by 2 other tracked investors in their latest verified filings.

Ray DalioBridgewater Associates, LP
UNM0.1% of reported portfolio
Joel GreenblattGotham Asset Management
UNM0.0% of reported portfolio
Explore Unum Group across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$94.422026-09-11

Market context only; not an investor transaction price.

Latest filing quarter-end price$89.40Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$53.66Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-13
Open SEC filing ↗

This tracker follows the current SEC filer, Gardner Russo & Quinn LLC (formerly Gardner Russo & Gardner), not Tom Russo’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.