Position in MET
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,184,884
+$83,086 QoQ
Shares Held
25,823
-13.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#469
of 1,434 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MET Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Summit Trail Advisors, LLC holds $16,410,755 across 9 Insurance - Life names. MET ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
21,822 | $2,558,629 | |
| 2 | BHF |
Brighthouse Financial, Inc.
|
35,844 | $2,268,925 | |
| 3 | MET |
Metlife Inc
This page
|
25,823 | $2,184,884 | |
| 4 | UNM |
Unum Group
|
24,329 | $2,175,012 | |
| 5 | PRI |
Primerica, Inc.
|
6,882 | $1,955,864 | |
| 6 | PRU |
Prudential Financial Inc
|
17,449 | $1,883,270 | |
| 7 | GL |
Globe Life Inc.
|
9,319 | $1,665,118 | |
| 8 | LNC |
Lincoln National Corp
|
40,673 | $1,437,790 |
All Filings in MET
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,184,884 | 25,823 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,101,798 | 29,720 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,080,226 | 26,352 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,269,952 | 27,558 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,268,625 | 15,775 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,137,548 | 14,168 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,028,249 | 12,558 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $884,845 | 10,728 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $843,403 | 12,016 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $528,181 | 7,127 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $406,964 | 6,154 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $353,428 | 5,618 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $220,184 | 3,895 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $365,659 | 6,311 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $315,605 | 4,361 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $274,604 | 4,518 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $254,299 | 4,050 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||