Summit Financial, LLC

Position in MET — Metlife Inc

CIK 1765536 PARSIPPANY, NJ

Position in MET

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,471,204

+$529,375 QoQ

Shares Held

29,207

+6.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#441

of 1,434 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Summit Financial, LLC holds $7,826,988 across 6 Insurance - Life names. MET ranks #2 (31.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	22,967	$2,692,880
2	MET	Metlife Inc This page	29,207	$2,471,204
3	PRU	Prudential Financial Inc	11,524	$1,243,785
4	GL	Globe Life Inc.	4,019	$718,114
5	LNC	Lincoln National Corp	15,437	$545,697
6	GNW	Genworth Financial Inc	16,400	$155,308

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,471,204	29,207	+6.4%	Shares	Sole	2026-08-12
2026-03-31	$1,941,829	27,458	+3.1%	Shares	Sole	2026-05-15
2025-12-31	$2,102,093	26,629	+4.1%	Shares	Sole	2026-02-13
2025-09-30	$2,107,683	25,588	+4.7%	Shares	Sole	2025-11-14
2025-06-30	$1,965,786	24,444	+12.7%	Shares	Sole	2025-08-13
2025-03-31	$1,741,088	21,685	+7.6%	Shares	Sole	2025-05-14
2024-12-31	$1,649,800	20,149	+296.6%	Shares	Sole	2025-02-12
2024-09-30	$418,998	5,080	+1.1%	Shares	Sole	2024-11-12
2024-06-30	$352,564	5,023	+65.5%	Shares	Sole	2024-07-31
2023-12-31	$200,704	3,035	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.