Position in CIA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$717,211
+$148,138 QoQ
Shares Held
124,950
+10.4% QoQ
Ownership
0.247%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 76 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in CIA Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Bank of New York Mellon Corp holds $1,398,458,502 across 17 Insurance - Life names. CIA ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
2,545,147 | $298,418,478 | |
| 2 | MET |
Metlife Inc
|
3,466,339 | $293,286,934 | |
| 3 | PRU |
Prudential Financial Inc
|
1,936,948 | $209,054,790 | |
| 4 | UNM |
Unum Group
|
1,221,361 | $109,189,669 | |
| 5 | GL |
Globe Life Inc.
|
543,889 | $97,182,079 | |
| 6 | PRI |
Primerica, Inc.
|
278,128 | $79,043,972 | |
| 7 | MFC |
Manulife Financial Corp
|
1,866,989 | $75,631,720 | |
| 8 | JXN |
Jackson Financial Inc.
|
650,839 | $66,639,399 |
All Filings in CIA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,211 | 124,950 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $569,073 | 113,136 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $558,738 | 115,681 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $596,935 | 113,702 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $358,198 | 102,636 | Shares | Defined | 2025-08-05 | |
| 2023-12-31 | $56,007 | 20,821 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $59,339 | 20,821 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $54,911 | 22,785 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $84,584 | 22,799 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $48,561 | 22,799 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $161,932 | 48,483 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $218,063 | 52,044 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $893,528 | 210,738 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $1,067,463 | 201,029 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,155,693 | 186,102 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $927,246 | 175,283 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,086,666 | 187,680 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,074,913 | 187,594 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,056,898 | 190,776 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,271,814 | 212,323 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,359,817 | 208,561 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||