Life Insurance - Investment Trends
This page shows the overall investment trends by institutions in companies categorized in this industry.
To create this report, we combined institutional holdings listed in 13F's with SIC codes self-reported by companies in their 10-Q's.
| Period | Owners | Total Shares | Percent Change in Shares |
Fair Market Value (USD) | Percent Change in Value |
|---|---|---|---|---|---|
| 2026-Q1 | 2,517 | 3,634,182,682 | 0.37 | 160,610,075,988,000 | -10.94 |
| 2025-Q4 | 2,601 | 3,620,861,958 | -0.44 | 180,337,564,027,000 | 4.56 |
| 2025-Q3 | 2,477 | 3,637,024,790 | -2.58 | 172,470,419,775,000 | -2.01 |
| 2025-Q2 | 2,501 | 3,733,528,556 | -0.21 | 176,010,272,388,000 | 1.08 |
| 2025-Q1 | 2,498 | 3,741,560,027 | -0.36 | 174,124,601,241,000 | -0.61 |
| 2024-Q4 | 2,507 | 3,754,935,165 | -2.45 | 175,194,216,235,000 | -2.42 |
| 2024-Q3 | 2,346 | 3,849,071,984 | -0.26 | 179,542,563,089,000 | 8.48 |
| 2024-Q2 | 2,337 | 3,859,280,558 | -3.13 | 165,501,422,324,000 | -5.65 |
| 2024-Q1 | 2,349 | 3,983,844,159 | -0.09 | 175,404,451,304,000 | 11.35 |
| 2023-Q4 | 2,311 | 3,987,625,683 | 11.45 | 157,525,516,932,000 | 17.62 |
| 2023-Q3 | 2,140 | 3,577,918,499 | -1.06 | 133,930,665,180,000 | 3.67 |
| 2023-Q2 | 2,145 | 3,616,236,981 | 0.19 | 129,191,326,902,000 | 7.63 |
| 2023-Q1 | 2,133 | 3,609,344,767 | -0.07 | 120,028,934,224,000 | -15.02 |
| 2022-Q4 | 2,250 | 3,611,954,680 | 3.10 | 141,236,081,541,000 | 2,806.94 |
| 2022-Q3 | 2,097 | 3,503,373,647 | 4.02 | 4,858,585,697,000 | 6.42 |
| 2022-Q2 | 2,099 | 3,367,840,677 | -1.12 | 4,565,286,671,000 | -11.51 |
| 2022-Q1 | 2,197 | 3,406,002,743 | -5.54 | 5,158,814,620,000 | 48.70 |
| 2021-Q4 | 2,226 | 3,605,914,605 | -0.59 | 3,469,383,229,000 | 43.02 |
| 2021-Q3 | 2,053 | 3,627,412,470 | 1.20 | 2,425,732,575,000 | -2.70 |
| 2021-Q2 | 2,016 | 3,584,570,280 | -0.70 | 2,493,133,234,000 | 9.25 |
| 2021-Q1 | 2,006 | 3,609,869,731 | -0.36 | 2,281,978,931,000 | 21.47 |
| 2020-Q4 | 1,951 | 3,622,759,058 | -0.79 | 1,878,663,210,000 | 16.92 |
| 2020-Q3 | 1,784 | 3,651,646,159 | -1.97 | 1,606,753,383,000 | 16.89 |
| 2020-Q2 | 1,773 | 3,725,175,806 | -0.88 | 1,374,624,456,000 | 3.97 |
| 2020-Q1 | 1,768 | 3,758,130,292 | -0.07 | 1,322,148,583,000 | -37.42 |
| 2019-Q4 | 1,972 | 3,760,890,124 | 2.83 | 2,112,805,527,000 | 6.85 |
| 2019-Q3 | 1,861 | 3,657,446,547 | -0.89 | 1,977,279,562,000 | -1.73 |
| 2019-Q2 | 1,885 | 3,690,465,813 | -1.32 | 2,012,069,270,000 | 5.26 |
| 2019-Q1 | 1,888 | 3,739,822,604 | -1.26 | 1,911,519,537,000 | 12.51 |
| 2018-Q4 | 1,871 | 3,787,450,942 | -1.09 | 1,698,967,163,000 | -19.69 |
| 2018-Q3 | 1,846 | 3,829,382,646 | 0.42 | 2,115,381,543,000 | 13.92 |
| 2018-Q2 | 1,844 | 3,813,351,295 | -1.45 | 1,856,960,248,000 | -40.34 |
| 2018-Q1 | 1,846 | 3,869,432,209 | 0.40 | 3,112,725,514,000 | 49.87 |
| 2017-Q4 | 1,875 | 3,853,986,334 | -0.94 | 2,076,929,254,000 | 4.57 |
| 2017-Q3 | 1,740 | 3,890,410,279 | 2.53 | 1,986,135,138,000 | 7.17 |
| 2017-Q2 | 1,763 | 3,794,249,046 | -1.16 | 1,853,194,008,000 | 15.81 |
| 2017-Q1 | 1,785 | 3,838,610,439 | -1.06 | 1,600,156,834,000 | 177.78 |
| 2016-Q4 | 1,766 | 3,879,846,922 | 1.14 | 576,054,092,000 | 10.56 |
| 2016-Q3 | 1,620 | 3,836,010,408 | 0.56 | 521,025,552,000 | 2.62 |
| 2016-Q2 | 1,595 | 3,814,803,310 | -1.25 | 507,703,085,000 | -20.99 |
| 2016-Q1 | 1,603 | 3,862,918,185 | -4.50 | 642,551,899,000 | -33.09 |
| 2015-Q4 | 1,693 | 4,044,794,120 | -3.84 | 960,391,309,000 | 101.63 |
| 2015-Q3 | 1,667 | 4,206,154,533 | 1.11 | 476,320,168,000 | -85.40 |
| 2015-Q2 | 1,695 | 4,160,102,885 | 1.03 | 3,262,443,679,000 | 11.33 |
| 2015-Q1 | 1,664 | 4,117,848,362 | 0.00 | 2,930,521,162,000 | 0.00 |
