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Donald Smith & Co’s Radian Group RDN Stock Holding History

Donald Smith & Co’s Portfolio RDN Stock Details RDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$152M Buy
4,605,775
+1,593,520
+53% +$53.5M 2.74% 13
2025
Q4 		$108M Buy
3,012,255
+916,003
+44% +$32M 2.03% 21
2025
Q3 		$75.9M Buy
2,096,252
+1,030,963
+97% +$35.9M 1.51% 30
2025
Q2 		$38.4M Sell
1,065,289
-928,589
-47% -$31M 0.9% 33
2025
Q1 		$65.9M Sell
1,993,878
-856,048
-30% -$27.9M 1.61% 27
2024
Q4 		$90.4M Sell
2,849,926
-11,144
-0.4% -$379K 2.16% 20
2024
Q3 		$99.3M Sell
2,861,070
-62,423
-2% -$2.16M 2.34% 18
2024
Q2 		$90.9M Sell
2,923,493
-227,512
-7% -$7.03M 2.32% 17
2024
Q1 		$105M Sell
3,151,005
-861,329
-21% -$25.4M 2.45% 14
2023
Q4 		$115M Buy
4,012,334
+594,752
+17% +$15.7M 2.94% 10
2023
Q3 		$85.8M Buy
3,417,582
+5,543
+0.2% +$146K 2.95% 11
2023
Q2 		$86.3M Sell
3,412,039
-80,756
-2% -$1.99M 2.97% 11
2023
Q1 		$77.2M Sell
3,492,795
-26,166
-0.7% -$557K 2.84% 14
2022
Q4 		$67.1M Buy
3,518,961
+295,221
+9% +$5.75M 2.63% 15
2022
Q3 		$62.2M Sell
3,223,740
-14,167
-0.4% -$302K 2.77% 12
2022
Q2 		$63.6M Buy
3,237,907
+183,299
+6% +$3.85M 2.86% 11
2022
Q1 		$67.8M Buy
+3,054,608
New +$70.3M 2.46% 15

Other funds holding RDN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Donald Smith & Co's RDN Position: Q1 2026 in Review

Donald Smith & Co increased its Radian Group (RDN) stake by 53% in Q1 2026, buying an estimated $53.5M and bringing the position to 4,605,775 shares worth $152M. The position accounts for 2.74% of the portfolio, ranked #13.

Donald Smith & Co first reported a position in RDN in Q1 2022 and has held it in 17 quarters since. 378 funds tracked by Wall St. Rank hold RDN as of Q1 2026.

  • Donald Smith & Co held 4,605,775 shares of Radian Group worth $152M as of Q1 2026.
  • Donald Smith & Co bought 1,593,520 Radian Group shares in Q1 2026, an estimated $53.5M.
  • Radian Group made up 2.74% of Donald Smith & Co's portfolio in Q1 2026, its #13 holding.
  • Donald Smith & Co first reported a position in Radian Group in Q1 2022 and has held it in 17 quarters since.
  • 378 funds tracked by Wall St. Rank held Radian Group as of Q1 2026.

Based on Donald Smith & Co's 13F filing for Q1 2026, filed 14 May 2026.