Position in MET
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$871,821
+$138,879 QoQ
Shares Held
10,304
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#644
of 1,434 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MET Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,655,976 across 10 Insurance - Life names. MET ranks #1 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
This page
|
10,304 | $871,821 | |
| 2 | PRU |
Prudential Financial Inc
|
8,017 | $865,274 | |
| 3 | BHF |
Brighthouse Financial, Inc.
|
5,978 | $378,407 | |
| 4 | PRI |
Primerica, Inc.
|
912 | $259,190 | |
| 5 | LNC |
Lincoln National Corp
|
2,513 | $88,834 | |
| 6 | UNM |
Unum Group
|
914 | $81,711 | |
| 7 | GL |
Globe Life Inc.
|
300 | $53,604 | |
| 8 | MFC |
Manulife Financial Corp
|
1,070 | $43,345 |
All Filings in MET
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $871,821 | 10,304 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $732,942 | 10,364 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $819,318 | 10,379 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $857,142 | 10,406 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $821,007 | 10,209 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $819,680 | 10,209 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $848,194 | 10,359 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $854,327 | 10,358 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $737,416 | 10,506 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $798,979 | 10,781 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $569,180 | 8,607 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $527,751 | 8,389 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $475,473 | 8,411 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $498,805 | 8,609 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $593,940 | 8,207 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $500,340 | 8,232 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $864,053 | 13,761 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $956,581 | 13,611 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $505,731 | 8,093 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $488,099 | 7,907 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $492,625 | 8,231 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $500,848 | 8,239 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $387,853 | 8,261 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $295,018 | 7,937 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $295,775 | 8,099 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $251,407 | 8,224 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||