Position in FG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,068,200
-$994,612 QoQ
Shares Held
42,188
-36.9% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in FG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $1,382,316,360 across 17 Insurance - Life names. FG ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
5,499,868 | $388,950,662 | |
| 2 | AFL |
Aflac Inc
|
2,330,679 | $255,698,790 | |
| 3 | PRU |
Prudential Financial Inc
|
1,897,227 | $185,340,101 | |
| 4 | MFC |
Manulife Financial Corp
|
3,772,871 | $129,937,674 | |
| 5 | PUK |
Prudential PLC
|
4,470,630 | $127,100,008 | |
| 6 | GL |
Globe Life Inc.
|
641,343 | $89,255,702 | |
| 7 | LNC |
Lincoln National Corp
|
1,428,845 | $50,723,997 | |
| 8 | UNM |
Unum Group
|
580,230 | $42,374,195 |
All Filings in FG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,068,200 | 42,188 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $2,062,812 | 66,866 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $574,116 | 18,360 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $511,933 | 16,008 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $12,243,839 | 339,635 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $945,991 | 22,828 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $748,969 | 16,748 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $710,621 | 18,676 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $527,960 | 13,020 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,427,104 | 31,024 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $513,889 | 18,314 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $371,425 | 14,989 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $721,137 | 39,798 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,245,079 | 62,223 | Shares | Defined | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||