Position in FG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$553,230
-$178,162 QoQ
Shares Held
20,806
-28.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#98
of 323 holders
Holding Since
Sep 2024
8 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, 2026SEI INVESTMENTS CO holds $286,543,946 across 15 Insurance - Life names. FG ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
615,303 | $66,409,651 | |
| 2 | UNM |
Unum Group
|
603,779 | $53,977,841 | |
| 3 | MET |
Metlife Inc
|
510,914 | $43,228,432 | |
| 4 | JXN |
Jackson Financial Inc.
|
248,943 | $25,489,272 | |
| 5 | LNC |
Lincoln National Corp
|
560,828 | $19,825,268 | |
| 6 | PRI |
Primerica, Inc.
|
64,515 | $18,335,163 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
313,440 | $15,979,170 | |
| 8 | AFL |
Aflac Inc
|
134,542 | $15,775,049 |
All Filings in FG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553,230 | 20,806 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $731,392 | 28,886 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,231,253 | 39,911 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $796,102 | 25,459 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $630,005 | 19,700 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $342,582 | 9,503 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $262,231 | 6,328 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $282,450 | 6,316 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||