Position in CIA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5
+$0 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 75 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CIA Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $10,404,491 across 15 Insurance - Life names. CIA ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
77,582 | $6,564,213 | |
| 2 | PRU |
Prudential Financial Inc
|
11,990 | $1,294,080 | |
| 3 | UNM |
Unum Group
|
8,829 | $789,312 | |
| 4 | LNC |
Lincoln National Corp
|
15,830 | $559,590 | |
| 5 | GL |
Globe Life Inc.
|
2,872 | $513,168 | |
| 6 | CNO |
CNO Financial Group, Inc.
|
7,054 | $359,612 | |
| 7 | AFL |
Aflac Inc
|
1,801 | $211,167 | |
| 8 | PUK |
Prudential PLC
|
1,177 | $31,555 |
All Filings in CIA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5 | 1 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5 | 1 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||