Caldwell Trust Co

Bank

Position in MET — Metlife Inc

CIK 2080218 Venice, FL

Position in MET

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$212,878

+$31,694 QoQ

Shares Held

2,516

-1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,059

of 1,435 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Caldwell Trust Co holds $2,118,073 across 5 Insurance - Life names. MET ranks #3 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	12,990	$1,402,010
2	AFL	Aflac Inc	3,965	$464,896
3	MET	Metlife Inc This page	2,516	$212,878
4	MFC	Manulife Financial Corp	853	$34,555
5	BHF	Brighthouse Financial, Inc.	59	$3,734

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,878	2,516	-1.8%	Shares	Sole	2026-08-03
2026-03-31	$181,184	2,562	-7.1%	Shares	Sole	2026-04-22
2025-12-31	$217,795	2,759	-3.6%	Shares	Sole	2026-01-30
2025-09-30	$235,825	2,863	0.0%	Shares	Sole	2025-10-23
2025-06-30	$230,242	2,863	+6.3%	Shares	Sole	2025-09-22
2025-03-31	$216,301	2,694	+4.0%	Shares	Sole	2025-09-23
2024-12-31	$212,151	2,591	0.0%	Shares	Sole	2025-09-24
2024-09-30	$213,705	2,591	0.0%	Shares	Sole	2025-09-24
2024-06-30	$181,862	2,591	-1.2%	Shares	Sole	2025-09-24
2024-03-31	$194,316	2,622	0.0%	Shares	Sole	2025-09-24
2023-12-31	$173,392	2,622	-13.2%	Shares	Sole	2025-10-01
2023-09-30	$190,114	3,022	-11.5%	Shares	Sole	2025-10-01
2023-06-30	$193,106	3,416	-8.6%	Shares	Sole	2025-10-01
2023-03-31	$216,521	3,737	-2.7%	Shares	Sole	2025-10-01
2022-12-31	$277,973	3,841	+15.0%	Shares	Sole	2025-10-01
2022-09-30	$203,065	3,341	+6.0%	Shares	Sole	2025-10-01
2022-06-30	$197,976	3,153	0.0%	Shares	Sole	2025-10-02
2022-03-31	$221,592	3,153	+7.4%	Shares	Sole	2025-10-02
2021-12-31	$183,470	2,936	-3.4%	Shares	Sole	2025-10-02
2021-09-30	$187,659	3,040	-4.3%	Shares	Sole	2025-10-02
2021-06-30	$190,143	3,177	0.0%	Shares	Sole	2025-10-02
2021-03-31	$193,129	3,177	-10.4%	Shares	Sole	2025-10-02
2020-12-31	$166,437	3,545	-14.7%	Shares	Sole	2025-10-02
2020-09-30	$154,404	4,154	-37.6%	Shares	Sole	2025-10-02
2020-06-30	$243,077	6,656	-46.1%	Shares	Sole	2025-10-02
2020-03-31	$377,356	12,344	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.