Position in CNO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,019,956
+$571,130 QoQ
Shares Held
20,007
+83.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#167
of 381 holders
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in CNO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $146,517,604 across 12 Insurance - Life names. CNO ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
616,516 | $72,286,501 | |
| 2 | MET |
Metlife Inc
|
348,732 | $29,506,214 | |
| 3 | UNM |
Unum Group
|
269,039 | $24,052,086 | |
| 4 | PRU |
Prudential Financial Inc
|
62,463 | $6,741,631 | |
| 5 | GL |
Globe Life Inc.
|
23,399 | $4,180,933 | |
| 6 | LNC |
Lincoln National Corp
|
110,065 | $3,890,797 | |
| 7 | MFC |
Manulife Financial Corp
|
67,552 | $2,736,531 | |
| 8 | PRI |
Primerica, Inc.
|
4,417 | $1,255,311 |
All Filings in CNO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,019,956 | 20,007 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $448,826 | 10,931 | Shares | Sole | 2026-05-15 | |
| 2023-12-31 | $498,907 | 17,882 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $404,904 | 17,063 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $410,437 | 17,340 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $382,289 | 17,228 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $344,600 | 15,081 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $269,999 | 15,025 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $218,527 | 12,080 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $238,555 | 9,508 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $220,901 | 9,266 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $218,121 | 9,266 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $223,043 | 9,443 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $234,544 | 9,656 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $16,828 | 757 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,132 | 320 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||