Position in CNO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$727,076
+$139,221 QoQ
Shares Held
14,262
-0.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#192
of 381 holders
Holding Since
Sep 2021
9 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CNO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Diversified Trust Co holds $5,436,174 across 7 Insurance - Life names. CNO ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
23,613 | $1,997,895 | |
| 2 | UNM |
Unum Group
|
12,126 | $1,084,064 | |
| 3 | CNO |
CNO Financial Group, Inc.
This page
|
14,262 | $727,076 | |
| 4 | AFL |
Aflac Inc
|
5,695 | $667,738 | |
| 5 | GL |
Globe Life Inc.
|
3,269 | $584,104 | |
| 6 | LNC |
Lincoln National Corp
|
6,379 | $225,497 | |
| 7 | ABX |
Abacus Global Management, Inc.
|
13,987 | $149,800 |
All Filings in CNO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $727,076 | 14,262 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $587,855 | 14,317 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $425,293 | 10,014 | Shares | Sole | 2026-01-09 | |
| 2022-12-31 | $700,992 | 30,678 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $587,277 | 32,681 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $377,447 | 20,865 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $736,466 | 29,353 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $595,022 | 24,959 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $479,909 | 20,387 | Shares | Sole | 2022-01-13 | |
| No filing history on record for this holder in this stock. | ||||||