Position in FG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,104,597
+$706,858 QoQ
Shares Held
79,150
+43.4% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 323 holders
Holding Since
Sep 2023
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Creative Planning holds $154,007,713 across 15 Insurance - Life names. FG ranks #10 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
305,002 | $35,761,483 | |
| 2 | MET |
Metlife Inc
|
319,242 | $27,011,065 | |
| 3 | MFC |
Manulife Financial Corp
|
582,389 | $23,592,577 | |
| 4 | UNM |
Unum Group
|
204,086 | $18,245,287 | |
| 5 | GL |
Globe Life Inc.
|
83,207 | $14,867,426 | |
| 6 | PRU |
Prudential Financial Inc
|
115,560 | $12,472,390 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
128,709 | $6,561,584 | |
| 8 | PUK |
Prudential PLC
|
209,476 | $5,616,051 |
All Filings in FG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,104,597 | 79,150 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,397,739 | 55,203 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $727,381 | 23,578 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $288,291 | 7,997 | Shares | Sole | 2025-05-15 | |
| 2023-09-30 | $673 | 24 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||