O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in SNFCA — Security National Financial Corp
CIK 1423442
Stamford, CT
Position in SNFCA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$185,360
-$57,139 QoQ
Shares Held
20,085
-25.2% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 77 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNFCA Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $191,732,569 across 14 Insurance - Life names. SNFCA ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
956,951 | $80,967,622 | |
| 2 | AFL |
Aflac Inc
|
330,118 | $38,706,335 | |
| 3 | PRU |
Prudential Financial Inc
|
213,210 | $23,011,754 | |
| 4 | MFC |
Manulife Financial Corp
|
459,604 | $18,618,557 | |
| 5 | UNM |
Unum Group
|
110,974 | $9,921,074 | |
| 6 | PRI |
Primerica, Inc.
|
22,504 | $6,395,636 | |
| 7 | JXN |
Jackson Financial Inc.
|
47,316 | $4,844,685 | |
| 8 | GL |
Globe Life Inc.
|
20,857 | $3,726,728 |
All Filings in SNFCA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $185,360 | 19,129 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $242,499 | 25,580 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $304,909 | 33,841 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $521,168 | 60,112 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $809,351 | 82,168 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,047,912 | 86,604 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,126,998 | 93,682 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $604,258 | 65,680 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $300,130 | 37,563 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $394,545 | 49,879 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $283,372 | 31,486 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $246,231 | 31,407 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $137,556 | 15,508 | Shares | Sole | 2023-08-11 | |
| 2022-09-30 | $79,743 | 12,558 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $106,173 | 12,550 | Shares | Sole | 2022-08-11 | |
| 2021-09-30 | $160,830 | 19,542 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $213,369 | 24,385 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $203,670 | 21,783 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $228,188 | 27,328 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $145,427 | 22,723 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $57,591 | 8,532 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||