Concurrent Investment Advisors, LLC

Position in MET — Metlife Inc

CIK 2001015 Tampa, FL

Position in MET

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,453,362

+$828,610 QoQ

Shares Held

52,634

+2.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#339

of 1,434 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $19,982,006 across 9 Insurance - Life names. MET ranks #2 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	69,734	$8,176,310
2	MET	Metlife Inc This page	52,634	$4,453,362
3	UNM	Unum Group	25,910	$2,316,354
4	PRU	Prudential Financial Inc	14,159	$1,528,180
5	MFC	Manulife Financial Corp	26,248	$1,063,305
6	LNC	Lincoln National Corp	28,830	$1,019,140
7	JXN	Jackson Financial Inc.	8,166	$836,116
8	PUK	Prudential PLC	14,354	$384,830

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,453,362	52,634	+2.7%	Shares	Sole	2026-07-27
2026-03-31	$3,624,752	51,255	-2.4%	Shares	Sole	2026-04-21
2025-12-31	$4,143,875	52,494	+20.7%	Shares	Sole	2026-01-29
2025-09-30	$3,582,188	43,489	+6.1%	Shares	Sole	2025-10-27
2025-06-30	$3,296,335	40,989	+0.1%	Shares	Sole	2025-07-25
2025-03-31	$3,286,831	40,937	+34.9%	Shares	Sole	2025-04-29
2024-12-31	$2,484,812	30,347	+7.6%	Shares	Sole	2025-02-03
2024-09-30	$2,326,595	28,208	+5.1%	Shares	Sole	2024-10-30
2024-06-30	$1,883,759	26,838	+394.2%	Shares	Sole	2024-07-30
2024-03-31	$402,491	5,431	-1.2%	Shares	Sole	2024-05-07
2023-12-31	$363,516	5,497	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.