Position in MFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$691,262
+$260,418 QoQ
Shares Held
17,064
+36.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#360
of 803 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MFC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026MAI Capital Management holds $26,822,309 across 8 Insurance - Life names. MFC ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
95,449 | $8,075,939 | |
| 2 | AFL |
Aflac Inc
|
66,816 | $7,834,176 | |
| 3 | UNM |
Unum Group
|
61,130 | $5,465,021 | |
| 4 | PRU |
Prudential Financial Inc
|
22,867 | $2,468,035 | |
| 5 | GL |
Globe Life Inc.
|
9,535 | $1,703,713 | |
| 6 | MFC |
Manulife Financial Corp
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|
17,064 | $691,262 | |
| 7 | PUK |
Prudential PLC
|
12,599 | $337,778 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
4,833 | $246,385 |
All Filings in MFC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,262 | 17,064 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $430,844 | 12,510 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $322,492 | 8,889 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $243,997 | 7,833 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $317,778 | 9,943 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $249,542 | 8,011 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $252,528 | 8,223 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $341,450 | 11,555 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $640,344 | 24,055 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $523,315 | 20,941 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $374,020 | 16,924 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $292,224 | 15,986 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $252,826 | 13,370 | Shares | Sole | 2023-08-02 | |
| 2022-09-30 | $185,109 | 11,813 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||