Waverly Advisors, LLC

Position in MET — Metlife Inc

CIK 1568787 BIRMINGHAM, AL

Position in MET

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,317,992

+$652,523 QoQ

Shares Held

62,853

-4.7% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#315

of 1,434 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

Waverly Advisors, LLC holds $13,948,069 across 6 Insurance - Life names. MET ranks #1 (38.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc This page	62,853	$5,317,992
2	MFC	Manulife Financial Corp	93,071	$3,770,306
3	AFL	Aflac Inc	19,213	$2,252,724
4	GL	Globe Life Inc.	8,028	$1,434,443
5	PRU	Prudential Financial Inc	7,591	$819,296
6	UNM	Unum Group	3,952	$353,308

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,317,992	62,853	-4.7%	Shares	Sole	2026-08-14
2026-03-31	$4,665,469	65,971	+33.6%	Shares	Sole	2026-05-15
2025-12-31	$3,898,767	49,389	+0.1%	Shares	Sole	2026-02-17
2025-09-30	$4,064,300	49,342	+7.8%	Shares	Sole	2025-11-14
2025-06-30	$3,681,788	45,782	+10.7%	Shares	Sole	2025-08-14
2025-03-31	$3,320,232	41,353	+79.6%	Shares	Sole	2025-05-15
2024-12-31	$1,885,205	23,024	+44.0%	Shares	Sole	2025-02-14
2024-09-30	$1,318,937	15,991	+0.2%	Shares	Sole	2024-11-14
2024-06-30	$1,120,442	15,963	+0.2%	Shares	Sole	2024-08-14
2024-03-31	$1,180,942	15,935	+1.7%	Shares	Sole	2024-05-15
2023-12-31	$1,036,190	15,669	-12.0%	Shares	Sole	2024-02-14
2023-09-30	$1,119,923	17,802	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.