Position in GL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$204,409
New position
Shares Held
1,144
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#519
of 693 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $19,982,006 across 9 Insurance - Life names. GL ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
69,734 | $8,176,310 | |
| 2 | MET |
Metlife Inc
|
52,634 | $4,453,362 | |
| 3 | UNM |
Unum Group
|
25,910 | $2,316,354 | |
| 4 | PRU |
Prudential Financial Inc
|
14,159 | $1,528,180 | |
| 5 | MFC |
Manulife Financial Corp
|
26,248 | $1,063,305 | |
| 6 | LNC |
Lincoln National Corp
|
28,830 | $1,019,140 | |
| 7 | JXN |
Jackson Financial Inc.
|
8,166 | $836,116 | |
| 8 | PUK |
Prudential PLC
|
14,354 | $384,830 |
All Filings in GL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,409 | 1,144 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||