Position in CIA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,528,940
+$189,120 QoQ
Shares Held
266,366
0.0% QoQ
Ownership
0.526%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 76 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 4%
None 3%
Common Shares in CIA Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,399,325,666 across 18 Insurance - Life names. CIA ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
7,190,673 | $608,402,839 | |
| 2 | AFL |
Aflac Inc
|
4,586,923 | $537,816,720 | |
| 3 | GL |
Globe Life Inc.
|
2,393,372 | $427,647,705 | |
| 4 | PRU |
Prudential Financial Inc
|
3,909,820 | $421,986,871 | |
| 5 | JXN |
Jackson Financial Inc.
|
4,117,157 | $421,555,704 | |
| 6 | UNM |
Unum Group
|
4,137,367 | $369,880,609 | |
| 7 | MFC |
Manulife Financial Corp
|
8,317,286 | $336,933,254 | |
| 8 | LNC |
Lincoln National Corp
|
8,571,956 | $303,018,642 |
All Filings in CIA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,528,940 | 266,366 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,339,820 | 266,366 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,310,261 | 271,276 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,420,995 | 270,666 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $949,178 | 271,971 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,237,466 | 271,971 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,081,019 | 269,581 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $966,506 | 266,991 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $808,018 | 297,066 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $988,865 | 462,087 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,365,500 | 507,621 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,517,948 | 532,614 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,551,147 | 643,630 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,809,128 | 757,178 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,941,186 | 911,356 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,143,473 | 941,160 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,114,230 | 981,917 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,338,753 | 1,023,291 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $5,562,856 | 1,047,619 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $6,691,411 | 1,077,522 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $6,041,333 | 1,142,029 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $7,200,907 | 1,243,680 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $7,290,926 | 1,272,413 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $7,137,359 | 1,288,332 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,771,402 | 1,297,396 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $8,790,994 | 1,348,312 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||