Position in FG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$4,855,337
+$274,267 QoQ
Shares Held
191,759
+29.1% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Edgestream Partners, L.P. holds $7,147,840 across 8 Insurance - Life names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
|
30,074 | $2,688,615 | |
| 2 | AFL |
Aflac Inc
|
6,734 | $789,561 | |
| 3 | PRI |
Primerica, Inc.
|
2,764 | $785,528 | |
| 4 | PRU |
Prudential Financial Inc
|
6,752 | $728,743 | |
| 5 | MET |
Metlife Inc
|
7,062 | $597,515 | |
| 6 | JXN |
Jackson Financial Inc.
|
5,462 | $559,254 | |
| 7 | GL |
Globe Life Inc.
|
2,970 | $530,679 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
9,179 | $467,945 |
All Filings in FG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,855,337 | 191,759 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,581,070 | 148,495 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,936,863 | 61,940 | Shares | Sole | 2025-11-12 | |
| 2023-12-31 | $301,392 | 6,552 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||