Crestwood Advisors Group, LLC

Position in MET — Metlife Inc

CIK 1426853 BOSTON, MA

Position in MET

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$882,143

+$332,578 QoQ

Shares Held

10,426

+34.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#641

of 1,434 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $26,080,010 across 6 Insurance - Life names. MET ranks #2 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFC	Manulife Financial Corp	579,513	$23,476,071
2	MET	Metlife Inc This page	10,426	$882,143
3	AFL	Aflac Inc	5,372	$629,867
4	PRI	Primerica, Inc.	1,539	$437,383
5	PRU	Prudential Financial Inc	3,322	$358,543
6	UNM	Unum Group	3,311	$296,003

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$882,143	10,426	+34.2%	Shares	Sole	2026-08-03
2026-03-31	$549,565	7,771	+4.1%	Shares	Sole	2026-05-05
2025-12-31	$589,366	7,466	+22.4%	Shares	Sole	2026-02-03
2025-09-30	$502,292	6,098	-1.8%	Shares	Sole	2025-11-07
2025-06-30	$499,166	6,207	+8.8%	Shares	Sole	2025-08-05
2025-03-31	$457,974	5,704	-0.5%	Shares	Sole	2025-05-05
2024-12-31	$469,172	5,730	+21.0%	Shares	Sole	2025-02-04
2024-09-30	$390,625	4,736	+10.5%	Shares	Sole	2024-10-30
2024-06-30	$300,904	4,287	+1.3%	Shares	Sole	2024-08-01
2024-03-31	$313,781	4,234	+10.0%	Shares	Sole	2024-05-08
2023-12-31	$254,468	3,848	+6.3%	Shares	Sole	2024-02-13
2023-09-30	$227,734	3,620	—	Shares	Sole	2023-11-15
No filing history on record for this holder in this stock.