Forum Financial Management, LP

Position in MET — Metlife Inc

CIK 1911832 LOMBARD, IL

Position in MET

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$704,801

+$191,869 QoQ

Shares Held

8,330

+14.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#700

of 1,434 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Forum Financial Management, LP holds $1,661,384 across 3 Insurance - Life names. MET ranks #1 (42.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc This page	8,330	$704,801
2	PRU	Prudential Financial Inc	5,353	$577,749
3	AFL	Aflac Inc	3,231	$378,834

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$704,801	8,330	+14.8%	Shares	Sole	2026-07-23
2026-03-31	$512,932	7,253	-64.8%	Shares	Sole	2026-04-23
2025-12-31	$1,625,769	20,595	+42.8%	Shares	Sole	2026-01-27
2025-09-30	$1,187,610	14,418	+6.0%	Shares	Sole	2025-10-24
2025-06-30	$1,094,274	13,607	+1.1%	Shares	Sole	2025-07-30
2025-03-31	$1,080,382	13,456	+0.3%	Shares	Sole	2025-05-02
2024-12-31	$1,098,338	13,414	-0.4%	Shares	Sole	2025-02-20
2024-09-30	$1,110,758	13,467	-1.9%	Shares	Sole	2024-10-29
2024-06-30	$963,638	13,729	+1.0%	Shares	Sole	2024-07-30
2024-03-31	$1,007,006	13,588	+0.0%	Shares	Sole	2024-05-09
2023-12-31	$898,442	13,586	-6.8%	Shares	Sole	2024-02-07
2023-09-30	$917,542	14,585	+0.0%	Shares	Sole	2023-11-06
2023-06-30	$824,433	14,584	+14.4%	Shares	Sole	2023-07-26
2023-03-31	$738,503	12,746	+1.3%	Shares	Sole	2023-04-19
2022-12-31	$910,776	12,585	-0.7%	Shares	Sole	2023-01-24
2022-09-30	$770,021	12,669	+0.7%	Shares	Sole	2022-11-07
2022-06-30	$790,212	12,585	-2.1%	Shares	Sole	2022-08-15
2022-03-31	$903,730	12,859	0.0%	Shares	Sole	2022-05-16
2021-12-31	$803,558	12,859	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.