Kozak & Associates, Inc.

Position in MET — Metlife Inc

CIK 1764970 HIGHLANDS RANCH, CO

Position in MET

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$930

+$11 QoQ

Shares Held

-15.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,423

of 1,434 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Kozak & Associates, Inc. holds $239,065 across 5 Insurance - Life names. MET ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	1,057	$123,933
2	MFC	Manulife Financial Corp	2,000	$81,020
3	PRU	Prudential Financial Inc	189	$20,398
4	UNM	Unum Group	143	$12,784
5	MET	Metlife Inc This page	11	$930

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$930	11	-15.4%	Shares	Sole	2026-07-02
2026-03-31	$919	13	0.0%	Shares	Sole	2026-04-14
2025-12-31	$1,026	13	0.0%	Shares	Sole	2026-01-12
2025-09-30	$1,070	13	0.0%	Shares	Sole	2025-11-18
2025-06-30	$1,045	13	-86.7%	Shares	Sole	2025-07-10
2025-03-31	$7,868	98	-68.7%	Shares	Sole	2025-04-15
2024-12-31	$25,628	313	-19.1%	Shares	Sole	2025-01-06
2024-09-30	$31,919	387	+0.8%	Shares	Sole	2024-10-17
2024-06-30	$26,952	384	+0.8%	Shares	Sole	2024-07-05
2024-03-31	$28,235	381	+3.5%	Shares	Sole	2024-05-17
2023-12-31	$24,335	368	-59.2%	Shares	Sole	2024-01-17
2023-09-30	$56,807	903	-18.9%	Shares	Sole	2023-10-17
2023-06-30	$62,917	1,113	0.0%	Shares	Sole	2023-07-05
2023-03-31	$64,487	1,113	-11.0%	Shares	Sole	2023-04-03
2022-12-31	$90,462	1,250	0.0%	Shares	Sole	2023-01-03
2022-09-30	$75,975	1,250	0.0%	Shares	Sole	2022-10-12
2022-06-30	$78,487	1,250	+0.6%	Shares	Sole	2022-10-12
2022-03-31	$87,287	1,242	0.0%	Shares	Sole	2022-05-26
2021-12-31	$77,612	1,242	+13.2%	Shares	Sole	2022-03-11
2021-09-30	$67,717	1,097	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.