MONTAG A & ASSOCIATES INC

Position in MET — Metlife Inc

CIK 829407 ATLANTA, GA

Position in MET

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$908,457

+$149,137 QoQ

Shares Held

10,737

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#635

of 1,434 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $3,687,734 across 5 Insurance - Life names. MET ranks #2 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	14,101	$1,653,342
2	MET	Metlife Inc This page	10,737	$908,457
3	MFC	Manulife Financial Corp	22,279	$902,522
4	PRU	Prudential Financial Inc	1,325	$143,007
5	GL	Globe Life Inc.	450	$80,406

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$908,457	10,737	0.0%	Shares	Sole	2026-08-05
2026-03-31	$759,320	10,737	-0.6%	Shares	Sole	2026-04-29
2025-12-31	$852,315	10,797	+0.6%	Shares	Sole	2026-02-02
2025-09-30	$884,406	10,737	0.0%	Shares	Sole	2025-11-12
2025-06-30	$863,469	10,737	0.0%	Shares	Sole	2025-08-07
2025-03-31	$862,073	10,737	0.0%	Shares	Sole	2025-05-05
2024-12-31	$879,145	10,737	-10.1%	Shares	Sole	2025-01-30
2024-09-30	$984,563	11,937	-2.5%	Shares	Sole	2024-11-05
2024-06-30	$859,265	12,242	+2.6%	Shares	Sole	2024-07-31
2024-03-31	$884,651	11,937	0.0%	Shares	Sole	2024-05-07
2023-12-31	$789,393	11,937	0.0%	Shares	Sole	2024-02-07
2023-09-30	$750,956	11,937	-0.9%	Shares	Sole	2023-11-09
2023-06-30	$680,734	12,042	0.0%	Shares	Sole	2023-08-09
2023-03-31	$697,713	12,042	0.0%	Shares	Sole	2023-05-11
2022-12-31	$871,479	12,042	0.0%	Shares	Sole	2023-02-02
2022-09-30	$731,912	12,042	-1.8%	Shares	Sole	2022-11-09
2022-06-30	$770,244	12,267	0.0%	Shares	Sole	2022-08-10
2022-03-31	$862,124	12,267	+1.9%	Shares	Sole	2022-05-02
2021-12-31	$752,504	12,042	0.0%	Shares	Sole	2022-02-09
2021-09-30	$743,352	12,042	0.0%	Shares	Sole	2021-11-08
2021-06-30	$720,713	12,042	-6.7%	Shares	Sole	2021-08-03
2021-03-31	$784,494	12,905	0.0%	Shares	Sole	2021-05-14
2020-12-31	$605,889	12,905	-3.2%	Shares	Sole	2021-02-12
2020-09-30	$495,661	13,335	+9.0%	Shares	Sole	2020-11-12
2020-06-30	$446,822	12,235	-39.7%	Shares	Sole	2020-08-04
2020-03-31	$620,418	20,295	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.