Position in FG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$731,392
-$499,861 QoQ
Shares Held
28,886
-27.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026SEI INVESTMENTS CO holds $268,969,710 across 15 Insurance - Life names. FG ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
908,052 | $64,217,436 | |
| 2 | UNM |
Unum Group
|
608,586 | $44,445,034 | |
| 3 | PRU |
Prudential Financial Inc
|
446,647 | $43,632,944 | |
| 4 | JXN |
Jackson Financial Inc.
|
252,839 | $26,730,138 | |
| 5 | LNC |
Lincoln National Corp
|
522,832 | $18,560,535 | |
| 6 | PRI |
Primerica, Inc.
|
65,201 | $16,331,546 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
388,332 | $15,944,910 | |
| 8 | AFL |
Aflac Inc
|
136,494 | $14,974,755 |
All Filings in FG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||