Position in FG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,185,622
+$3,190,489 QoQ
Shares Held
608,711
+18.6% QoQ
Ownership
0.465%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 323 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in FG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $4,509,234,906 across 18 Insurance - Life names. FG ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
12,532,097 | $1,060,340,719 | |
| 2 | AFL |
Aflac Inc
|
8,040,706 | $942,772,772 | |
| 3 | PRU |
Prudential Financial Inc
|
5,881,885 | $634,831,838 | |
| 4 | MFC |
Manulife Financial Corp
|
12,975,847 | $525,651,557 | |
| 5 | GL |
Globe Life Inc.
|
1,940,584 | $346,743,545 | |
| 6 | UNM |
Unum Group
|
3,249,453 | $290,501,092 | |
| 7 | PUK |
Prudential PLC
|
5,008,698 | $134,283,190 | |
| 8 | LNC |
Lincoln National Corp
|
3,632,194 | $128,398,052 |
All Filings in FG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,185,622 | 608,711 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $12,995,133 | 513,236 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,797,991 | 382,431 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $3,955,963 | 126,510 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $4,973,908 | 155,532 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $6,401,755 | 177,580 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,069,484 | 98,202 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $5,852,546 | 130,871 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $3,226,597 | 84,799 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $5,280,010 | 130,210 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $6,446,118 | 140,133 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $3,257,032 | 116,074 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $4,388,903 | 177,115 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,250,227 | 124,185 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,024,207 | 151,135 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||