Position in CIA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,307
+$1,304 QoQ
Shares Held
260
-51.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
6 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in CIA 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. CIA ranks #17 (0.0% 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
|
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 CIA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,307 | 260 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3 | 534 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $950 | 181 | Shares | Sole | 2025-10-15 | |
| 2022-06-30 | $3,192 | 762 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,640 | 387 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,012 | 379 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||