Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
Holdings Activity Buys Sells    History
Holding/activity history for  Unum Group (UNM)
← All UNM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 3,800 <0.01 $73.03 $277,514 SEC
2025   Q4 3,800 <0.01 $77.50 $294,500 SEC
2025   Q3 3,800 <0.01 $77.78 $295,564 SEC
2025   Q2 3,800 <0.01 $80.76 $306,888 SEC
2025   Q1 3,800 <0.01 $81.46 $309,548 SEC
2024   Q4 3,800 <0.01 $73.03 $277,514 SEC
2024   Q3 3,800 <0.01 Reduce 6.17% <0.01 $51.80–64.91 · VW $60.30i $225,872 SEC
2024   Q2 4,050 <0.01 $51.11 $206,996 SEC
2024   Q1 4,050 <0.01 Buy <0.01 $46.39–54.57 · VW $50.55i $217,323 SEC
2018   Q2 0 0.00 Sell 100.00% <0.01 $36.15–48.38 · VW $41.42i SEC
2018   Q1 4,500 <0.01 $47.56 $214,000 SEC
2017   Q4 4,500 <0.01 $54.89 $247,000 SEC
2017   Q3 4,500 <0.01 $51.11 $230,000 SEC
2017   Q2 4,500 <0.01 $46.67 $210,000 SEC
2017   Q1 4,500 <0.01 Buy <0.01 $44.51–50.27 · VW $47.04i $211,000 SEC
2013   Q2 0 0.00 Sell 100.00% <0.01 $26.71–32.01 · VW $30.12i SEC
2013   Q1 5,325 <0.01 $28.17 $150,000 SEC
2012   Q4 5,325 <0.01 $20.85 $111,000 SEC
2012   Q3 5,325 <0.01 $19.15 $102,000 SEC
2012   Q2 5,325 <0.01 $19.15 $102,000 SEC
2012   Q1 5,325 <0.01 Reduce 30.39% <0.01 $22.03–24.81 · VW $23.53i $130,000 SEC
2011   Q4 7,650 <0.01 $21.05 $161,000 SEC
2011   Q3 7,650 <0.01 Buy <0.01 $19.72–25.00 · VW $22.85i $160,000 SEC
2011   Q2 0 0.00 Sell 100.00% <0.01 $24.16–26.96 · VW $25.17i SEC
2011   Q1 7,650 <0.01 Buy <0.01 $24.63–27.16 · VW $26.09i $201,000 SEC
2010   Q3 0 0.00 Sell 100.00% <0.01 $19.30–23.57 · VW $21.76i SEC
2010   Q2 9,250 <0.01 $21.73 $201,000 SEC
2010   Q1 9,250 0.01 Buy 0.01 $18.56–26.42 · VW $23.15i $229,000 SEC
2008   Q4 0 0.00 Sell 100.00% <0.01 $9.33–20.51 · VW $14.67i SEC
2008   Q3 9,775 <0.01 $25.06 $245,000 SEC
2008   Q2 9,775 0.02 $20.46 $200,000 SEC
2008   Q1 9,775 <0.01 $21.99 $215,000 SEC
2007   Q4 9,775 <0.01 $23.84 $233,000 SEC
2007   Q3 9,775 <0.01 $24.45 $239,000 SEC
2007   Q2 9,775 <0.01 Reduce 0.26% $23.22–28.20 · VW $25.24i $255,000 SEC
2007   Q1 9,800 <0.01 Reduce 4.85% <0.01 $20.82–25.75 · VW $23.82i $226,000 SEC
2006   Q4 10,300 <0.01 Reduce 0.96% <0.01 $19.79–22.25 · VW $21.35i $214,000 SEC
2006   Q3 10,400 <0.01 $19.42 $202,000 SEC
2006   Q2 10,400 <0.01 $18.17 $189,000 SEC
2006   Q1 10,400 <0.01 $20.48 $213,000 SEC
2005   Q4 10,400 <0.01 $22.79 $237,000 SEC
2005   Q3 10,400 <0.01 $20.48 $213,000 SEC
2005   Q2 10,400 <0.01 $18.32 $190,528 SEC
2005   Q1 10,400 <0.01 $17.02 $177,008 SEC
2004   Q4 10,400 <0.01 Reduce 0.95% <0.01 $13.00–18.25 · VW $16.14i $186,576 SEC
2004   Q3 10,500 <0.01 Reduce 0.94% <0.01 $11.41–16.85 · VW $13.97i $164,745 SEC
2004   Q2 10,600 <0.01 $15.90 $168,540 SEC
2004   Q1 10,600 0.01 $14.63 $155,078 SEC
2003   Q4 10,600 <0.01 $15.77 $167,162 SEC
2003   Q3 10,600 0.01 $14.77 $156,562 SEC
2003   Q2 10,600 0.01 Add 6.00% <0.01 $10.90–14.28 · VW $12.92i $142,146 SEC
2003   Q1 10,000 <0.01 Reduce 34.32% 0.01 $5.91–17.60 · VW $11.67i $98,000 SEC
2002   Q4 15,225 0.03 Add 8.75% <0.01 $16.30–21.49 · VW $18.42i $267,046 SEC
2002   Q3 14,000 0.03 Add 7.69% <0.01 $17.00–23.65 · VW $20.39i $284,900 SEC
2002   Q2 13,000 0.03 Buy 0.03 $17.64–28.23 · VW $22.11i $330,850 SEC
2001   Q3 0 0.00 Sell 100.00% 0.03 $22.25–28.80 · VW $24.49i SEC
2001   Q2 7,600 0.03 $32.12 $244,112 SEC
2001   Q1 7,600 0.02 $29.22 $222,072 SEC
2000   Q4 7,600 0.03 $26.88 $204,250 SEC
2000   Q3 7,600 0.02 Add 65.22% <0.01 $19.25–29.31 · VW $25.60i $207,100 SEC
2000   Q2 4,600 <0.01 Add 27.78% <0.01 $15.25–25.56 · VW $21.27i $92,287,000 SEC
2000   Q1 3,600 <0.01 $16.94 $60,975 SEC
1999   Q4 3,600 0.01 $32,062.50 $115,425,000 SEC
1999   Q3 3,600 0.01 Buy 0.01 $26.00–52.50 · VW $37.15i $105,975,000 SEC
Price snapshot:
Current price$89.41
Avg. buy price$53.66
+/- since buy66.62%
52-week low$67.06
52-week high$93.22