Position in CNO
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$6,869,504
+$2,102,274 QoQ
Shares Held
134,749
+16.1% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#64
of 381 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in CNO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $96,141,973 across 14 Insurance - Life names. CNO ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
223,691 | $26,227,769 | |
| 2 | UNM |
Unum Group
|
163,483 | $14,615,380 | |
| 3 | PRU |
Prudential Financial Inc
|
119,620 | $12,910,586 | |
| 4 | GL |
Globe Life Inc.
|
67,266 | $12,019,088 | |
| 5 | MET |
Metlife Inc
|
137,417 | $11,626,852 | |
| 6 | CNO |
CNO Financial Group, Inc.
This page
|
134,749 | $6,869,504 | |
| 7 | MFC |
Manulife Financial Corp
|
56,923 | $2,305,950 | |
| 8 | JXN |
Jackson Financial Inc.
|
20,890 | $2,138,927 |
All Filings in CNO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,869,504 | 134,749 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $4,767,230 | 116,104 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,752,138 | 111,894 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,169,400 | 105,421 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,657,538 | 94,804 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,589,521 | 86,183 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,994,065 | 80,464 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $2,032,180 | 72,838 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,589,340 | 66,976 | Shares | Sole | 2023-11-15 | |
| 2022-12-31 | $1,183,013 | 51,773 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $902,543 | 50,225 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $803,593 | 44,422 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,241,603 | 49,486 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,109,895 | 46,556 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,058,640 | 44,972 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $939,509 | 39,776 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $863,995 | 35,570 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $562,063 | 25,284 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||