Position in MET
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,692,628
+$512,544 QoQ
Shares Held
31,824
+3.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#419
of 1,434 holders
Holding Since
Mar 2020
25 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, 2026Heritage Trust Co holds $7,189,121 across 3 Insurance - Life names. MET ranks #1 (37.5% of the industry book) .
All Filings in MET
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,692,628 | 31,824 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,180,084 | 30,827 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,380,672 | 30,158 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,495,480 | 30,296 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,433,830 | 30,264 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,445,472 | 30,458 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $2,772,211 | 33,857 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $2,464,650 | 35,114 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,602,446 | 35,116 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $2,309,127 | 34,918 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $2,164,921 | 34,413 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $1,954,411 | 34,573 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,994,873 | 34,430 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $2,470,277 | 34,134 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $2,076,791 | 34,169 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $2,106,730 | 33,552 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $2,361,055 | 33,595 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $2,130,720 | 34,097 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $2,106,041 | 34,117 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $2,017,603 | 33,711 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $2,046,495 | 33,665 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $1,595,689 | 33,987 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $1,279,391 | 34,420 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,874,424 | 51,326 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $1,609,540 | 52,651 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||