Position in CNO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$362,190
+$15,763 QoQ
Shares Held
8,821
+8.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CNO 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. CNO ranks #11 (1.5% 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 CNO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $362,190 | 8,821 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $346,427 | 8,157 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $274,358 | 6,937 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $122,915 | 3,186 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $125,241 | 3,007 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $87,592 | 2,354 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $61,425 | 1,750 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $31,711 | 1,144 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $19,153 | 697 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $18,274 | 655 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $15,685 | 661 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $13,018 | 550 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $10,229 | 461 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $8,614 | 377 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,240 | 236 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $4,124 | 228 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $7,777 | 310 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $643 | 27 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||