Position in GNW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$127,674
+$27,043 QoQ
Shares Held
13,482
+8.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#247
of 366 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GNW Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $23,246,681 across 12 Insurance - Life names. GNW ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
71,812 | $8,419,957 | |
| 2 | PRU |
Prudential Financial Inc
|
35,231 | $3,802,481 | |
| 3 | MET |
Metlife Inc
|
42,212 | $3,571,557 | |
| 4 | MFC |
Manulife Financial Corp
|
58,805 | $2,382,190 | |
| 5 | UNM |
Unum Group
|
18,464 | $1,650,681 | |
| 6 | LNC |
Lincoln National Corp
|
27,939 | $987,643 | |
| 7 | GL |
Globe Life Inc.
|
5,283 | $943,966 | |
| 8 | PRI |
Primerica, Inc.
|
2,638 | $749,719 |
All Filings in GNW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,674 | 13,482 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $100,631 | 12,393 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $101,584 | 11,414 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $142,366 | 18,299 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $130,271 | 18,374 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||