Position in FG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,397,739
+$670,358 QoQ
Shares Held
55,203
+134.1% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
4 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 Mar 31, 2026Creative Planning holds $114,177,942 across 15 Insurance - Life names. FG ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
260,338 | $28,561,681 | |
| 2 | MET |
Metlife Inc
|
255,422 | $18,063,443 | |
| 3 | MFC |
Manulife Financial Corp
|
513,474 | $17,684,044 | |
| 4 | UNM |
Unum Group
|
154,340 | $11,271,450 | |
| 5 | PRU |
Prudential Financial Inc
|
103,522 | $10,113,063 | |
| 6 | GL |
Globe Life Inc.
|
63,368 | $8,818,924 | |
| 7 | PUK |
Prudential PLC
|
257,056 | $7,308,102 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
116,771 | $4,794,617 |
All Filings in FG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||