Position in AFL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,328,162
-$2,680,781 QoQ
Shares Held
30,336
-44.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026CWM, LLC holds $23,849,778 across 17 Insurance - Life names. AFL ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
|
41,015 | $5,708,057 | |
| 2 | PRU |
Prudential Financial Inc
|
37,400 | $3,653,606 | |
| 3 | AFL |
Aflac Inc
This page
|
30,336 | $3,328,162 | |
| 4 | MET |
Metlife Inc
|
45,282 | $3,202,343 | |
| 5 | MFC |
Manulife Financial Corp
|
56,609 | $1,949,613 | |
| 6 | BHF |
Brighthouse Financial, Inc.
|
23,614 | $1,414,006 | |
| 7 | JXN |
Jackson Financial Inc.
|
13,111 | $1,386,094 | |
| 8 | UNM |
Unum Group
|
18,674 | $1,363,762 |
All Filings in AFL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,328,162 | 30,336 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,008,943 | 54,493 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,315,853 | 56,543 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,017,843 | 28,616 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,267,540 | 29,387 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,864,770 | 27,695 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,056,947 | 27,343 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,492,552 | 27,909 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,371,539 | 27,621 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $2,303,565 | 27,922 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,990,818 | 25,939 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,698,792 | 24,338 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,428,150 | 22,135 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $5,247,519 | 72,943 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,970,136 | 70,643 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,817,493 | 68,995 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $4,095,719 | 63,608 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,602,195 | 61,692 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $3,332,715 | 62,108 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $3,178,687 | 62,108 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $2,761,942 | 62,108 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $2,257,625 | 62,108 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $2,237,751 | 62,108 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $2,126,577 | 62,108 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||