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Heritage Wealth Management, Inc.

Position in MET — Metlife Inc

CIK 1944755 CINCINNATI, OH

Position in MET

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$274,221
+$51,241 QoQ
Shares Held
3,241
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#968
of 1,434 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MET Over Time

Shares Held

Position Value (USD)

Position in Insurance - Life

Financial Services · as of Jun 30, 2026

Heritage Wealth Management, Inc. holds $1,776,269 across 4 Insurance - Life names. MET ranks #3 (15.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MET
Metlife Inc
This page
3,241 $274,221

All Filings in MET

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $274,221 3,241
2026-03-31 $222,980 3,153
2025-12-31 $248,897 3,153
2025-09-30 $272,891 3,313
2025-06-30 $265,466 3,301
2025-03-31 $265,037 3,301
2024-12-31 $284,205 3,471
2024-09-30 $286,288 3,471
2024-06-30 $243,629 3,471