Life Insurance - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2026-06-03 13F-HR LNC / Lincoln National Storebrand Asset Management As 16,072 16,072 0.00
2026-06-03 13F-HR VOYA / Voya Financial Storebrand Asset Management As 14,595 14,595 0.00
2026-06-03 13F-HR VOYA / Voya Financial Storebrand Asset Management As 14,595 14,595 0.00
2026-06-03 13F-HR CRBG / Corebridge Financial Storebrand Asset Management As 559,469
2026-06-03 13F-HR LNC / Lincoln National Storebrand Asset Management As 16,072
2026-06-03 13F-HR RGA / Reinsurance Group of America Storebrand Asset Management As 14,152
2026-06-03 13F-HR RGA / Reinsurance Group of America Storebrand Asset Management As 14,058 14,058 0.00
2026-06-03 13F-HR MFC / Manulife Financial CoreFirst Bank & Trust 160 160 0.00
2026-06-03 13F-HR LNC / Lincoln National Storebrand Asset Management As 16,072 16,072 0.00
2026-06-03 13F-HR RGA / Reinsurance Group of America Storebrand Asset Management As 14,152 14,058 -0.66
2026-06-03 13F-HR CRBG / Corebridge Financial Storebrand Asset Management As 571,805 573,599 0.31
2026-06-03 13F-HR CRBG / Corebridge Financial Storebrand Asset Management As 559,469 571,805 2.20
2026-06-03 13F-HR VOYA / Voya Financial Storebrand Asset Management As 14,595
2026-06-03 13F-HR JXN / Jackson Financial Storebrand Asset Management As 32,444 32,444 0.00
2026-06-03 13F-HR JXN / Jackson Financial Storebrand Asset Management As 32,444 64,888 100.00
2026-06-03 13F-HR BHF / Brighthouse Financial Storebrand Asset Management As 10,268 10,268 0.00
2026-06-03 13F-HR MET / MetLife CoreFirst Bank & Trust 2,450 2,450 0.00
2026-06-03 13F-HR MET / MetLife Storebrand Asset Management As 717,489 724,480 0.97
2026-06-03 13F-HR PRU / Prudential Financial Storebrand Asset Management As 383,659
2026-06-03 13F-HR PRU / Prudential Financial CoreFirst Bank & Trust 132 132 0.00
2026-06-03 13F-HR JXN / Jackson Financial Storebrand Asset Management As 32,444
2026-06-03 13F-HR BHF / Brighthouse Financial Storebrand Asset Management As 10,268
2026-06-03 13F-HR MET / MetLife Storebrand Asset Management As 724,480 717,010 -1.03
2026-06-03 13F-HR PRU / Prudential Financial Storebrand Asset Management As 383,659 384,236 0.15
2026-06-03 13F-HR PRU / Prudential Financial Storebrand Asset Management As 384,236 383,979 -0.07
2026-06-03 13F-HR BHF / Brighthouse Financial Storebrand Asset Management As 10,268 10,268 0.00
2026-06-03 13F-HR MET / MetLife Storebrand Asset Management As 717,489
2026-06-02 13F-HR/A JXN / Jackson Financial DV Trading LLC 3 0 -100.00
2026-06-02 13F-HR/A PUK / Prudential plc - Depositary Receipt Optiver Holding B.V. 45,886 682 -98.51
2026-06-02 13F-HR/A JXN / Jackson Financial Optiver Holding B.V. 121 0 -100.00
2026-06-02 13F-HR/A MET / MetLife DV Trading LLC 1,000 0 -100.00
2026-06-02 13F-HR/A PUK / Prudential plc - Depositary Receipt Parallel Advisors, LLC 7,302 0 -100.00
2026-06-02 13F-HR/A PRU / Prudential Financial Optiver Holding B.V. 0 2,877
2026-06-02 13F-HR/A MET / MetLife Parallel Advisors, LLC 15,397 0 -100.00
2026-06-02 13F-HR/A MET / MetLife Optiver Holding B.V. 130 4,040 3,007.69
2026-06-02 13F-HR/A PRU / Prudential Financial DV Trading LLC 600 0 -100.00
2026-06-02 13F-HR/A BHF / Brighthouse Financial Parallel Advisors, LLC 2,571 0 -100.00
2026-06-02 13F-HR/A GNW / Genworth Financial Optiver Holding B.V. 300 0 -100.00
2026-06-02 13F-HR/A PRI / Primerica Parallel Advisors, LLC 234 0 -100.00
2026-06-02 13F-HR/A GL / Globe Life DV Trading LLC 200 0 -100.00
2026-06-02 13F-HR/A CRBG / Corebridge Financial Optiver Holding B.V. 1,193 0 -100.00
2026-06-02 13F-HR/A GL / Globe Life Parallel Advisors, LLC 1,651 0 -100.00
2026-06-02 13F-HR/A FG / F&G Annuities & Life Optiver Holding B.V. 122 123 0.82
2026-06-02 13F-HR/A CRBG / Corebridge Financial Parallel Advisors, LLC 7 0 -100.00
2026-06-02 13F-HR/A PRI / Primerica Optiver Holding B.V. 1 0 -100.00
2026-06-02 13F-HR/A SLF / Sun Life Financial Optiver Holding B.V. 5 32 540.00
2026-06-02 13F-HR/A MFC / Manulife Financial Optiver Holding B.V. 0 1
2026-06-02 13F-HR/A AEG / Aegon - Depositary Receipt Optiver Holding B.V. 877,989 314,565 -64.17
2026-06-02 13F-HR/A FG / F&G Annuities & Life DV Trading LLC 1,000 0 -100.00
2026-06-02 13F-HR MFC / Manulife Financial First Nebraska Trust Co 10,950
2026-06-02 13F-HR/A MFC / Manulife Financial DV Trading LLC 200 0 -100.00
2026-06-02 13F-HR/A RGA / Reinsurance Group of America DV Trading LLC 200 0 -100.00
2026-06-02 13F-HR/A GNW / Genworth Financial DV Trading LLC 101 0 -100.00
2026-06-01 13F-HR FG / F&G Annuities & Life Flagship Wealth Advisors, Llc 11 0 -100.00
2026-06-01 13F-HR MFC / Manulife Financial Flagship Wealth Advisors, Llc 643 643 0.00
2026-06-01 13F-HR RGA / Reinsurance Group of America Caerus Investment Advisors, LLC 2,041 0 -100.00
2026-06-01 13F-HR RGA / Reinsurance Group of America Integrated Investment Consultants, LLC 1,720 1,628 -5.35
2026-06-01 13F-HR LNC / Lincoln National Flagship Wealth Advisors, Llc 19 19 0.00
2026-06-01 13F-HR MFC / Manulife Financial First Nebraska Trust Co 10,950 10,950 0.00
2026-06-01 13F-HR LNC / Lincoln National Concorde Asset Management, LLC 0 8,265
2026-06-01 13F-HR KYN / Kayne Anderson Energy Infrastructure Fund Concorde Asset Management, LLC 45,520 45,010 -1.12
2026-06-01 13F-HR TYG / Tortoise Energy Infrastructure Concorde Asset Management, LLC 15,092 15,078 -0.09
2026-06-01 13F-HR JXN / Jackson Financial Concorde Asset Management, LLC 2,000 0 -100.00
2026-06-01 13F-HR MET / MetLife Flagship Wealth Advisors, Llc 421 0 -100.00
2026-05-29 13F-HR MET / MetLife Asset Dedication, LLC 9,186 9,122 -0.70
2026-05-29 13F-HR BHF / Brighthouse Financial Asset Dedication, LLC 5 0 -100.00
2026-05-29 13F-HR PRU / Prudential Financial Keel Point, LLC 3,366 0 -100.00
2026-05-29 13F-HR PRU / Prudential Financial Ipsen Advisor Group LLC 6,438 7,030 9.20
2026-05-29 13F-HR MET / MetLife Keel Point, LLC 3,538
2026-05-29 13F-HR PRU / Prudential Financial Asset Dedication, LLC 550 257 -53.27
2026-05-29 13F-HR FG / F&G Annuities & Life Asset Dedication, LLC 0 11
2026-05-29 13F-HR SLF / Sun Life Financial Asset Dedication, LLC 787 787 0.00
2026-05-29 13F-HR LNC / Lincoln National Roehl & Yi Investment Advisors, LLC 6,614
2026-05-29 13F-HR RGA / Reinsurance Group of America Roehl & Yi Investment Advisors, LLC 3,097 3,097 0.00
2026-05-29 13F-HR RGA / Reinsurance Group of America Roehl & Yi Investment Advisors, LLC 3,097 3,062 -1.13
2026-05-29 13F-HR LNC / Lincoln National Roehl & Yi Investment Advisors, LLC 6,614 6,614 0.00
2026-05-29 13F-HR MFC / Manulife Financial Asset Dedication, LLC 372 372 0.00
2026-05-29 13F-HR RGA / Reinsurance Group of America Roehl & Yi Investment Advisors, LLC 3,081
2026-05-29 13F-HR LNC / Lincoln National Roehl & Yi Investment Advisors, LLC 6,614 6,614 0.00
2026-05-29 13F-HR LNC / Lincoln National Roehl & Yi Investment Advisors, LLC 6,614 6,614 0.00
2026-05-29 13F-HR RGA / Reinsurance Group of America Roehl & Yi Investment Advisors, LLC 3,081 3,097 0.52
2026-05-29 13F-HR GL / Globe Life Keel Point, LLC 1,523 0 -100.00
2026-05-29 13F-HR RGA / Reinsurance Group of America Asset Dedication, LLC 7 7 0.00
2026-05-29 13F-HR VOYA / Voya Financial Asset Dedication, LLC 317 37 -88.33
2026-05-29 13F-HR GL / Globe Life Asset Dedication, LLC 5
2026-05-28 13F-HR LFC / China Life Insurance Co - ADR Henshaw Capital LLC 15,723 0 -100.00
2026-05-28 13F-HR SLF / Sun Life Financial Cozad Asset Management Inc 4,468 4,072 -8.86
2026-05-28 13F-HR LFC / China Life Insurance Co - ADR Henshaw Capital LLC 15,723 15,723 0.00
2026-05-28 SCHEDULE 13D/A AEG / Aegon - Depositary Receipt Vereniging Aegon 268,237,507 265,681,483 -0.95
2026-05-28 13F-HR LFC / China Life Insurance Co - ADR Henshaw Capital LLC 15,723 15,723 0.00
2026-05-28 13F-HR LFC / China Life Insurance Co - ADR Henshaw Capital LLC 15,723 15,723 0.00
2026-05-28 13F-HR LFC / China Life Insurance Co - ADR Henshaw Capital LLC 15,723
2026-05-28 13F-HR PRI / Primerica Henshaw Capital LLC 1,796 0 -100.00
2026-05-28 13F-HR LFC / China Life Insurance Co - ADR Henshaw Capital LLC 15,723 15,723 0.00
2026-05-28 13F-HR MFC / Manulife Financial Henshaw Capital LLC 0 19,162
2026-05-28 13F-HR MFC / Manulife Financial Henshaw Capital LLC 10,151 10,151 0.00
2026-05-28 13F-HR MFC / Manulife Financial Henshaw Capital LLC 10,151
2026-05-28 13F-HR PRI / Primerica Henshaw Capital LLC 1,796
2026-05-28 13F-HR MFC / Manulife Financial Henshaw Capital LLC 10,151 0 -100.00
2026-05-28 13F-HR MFC / Manulife Financial Henshaw Capital LLC 19,162 0 -100.00
2026-05-28 13F-HR MET / MetLife Challenger Wealth Management 7,368 6,967 -5.44
2026-05-28 13F-HR AEL / American Equity Investment Life Holding Henshaw Capital LLC 9,933
2026-05-28 13F-HR PUK / Prudential plc - Depositary Receipt Henshaw Capital LLC 13,064
2026-05-28 13F-HR PUK / Prudential plc - Depositary Receipt Henshaw Capital LLC 14,849 14,849 0.00
2026-05-28 13F-HR PUK / Prudential plc - Depositary Receipt Henshaw Capital LLC 18,847 17,767 -5.73
2026-05-28 13F-HR PUK / Prudential plc - Depositary Receipt Henshaw Capital LLC 24,683 24,902 0.89
2026-05-28 13F-HR PUK / Prudential plc - Depositary Receipt Henshaw Capital LLC 8,849 0 -100.00
2026-05-28 13F-HR MET / MetLife Henshaw Capital LLC 5,620
2026-05-28 13F-HR AEL / American Equity Investment Life Holding Henshaw Capital LLC 0 12,886
2026-05-28 13F-HR PUK / Prudential plc - Depositary Receipt Henshaw Capital LLC 14,849 14,849 0.00
2026-05-28 13F-HR AEL / American Equity Investment Life Holding Henshaw Capital LLC 5,969 5,969 0.00
2026-05-28 13F-HR AEL / American Equity Investment Life Holding Henshaw Capital LLC 7,867 0 -100.00
2026-05-28 13F-HR MET / MetLife Henshaw Capital LLC 5,710 5,761 0.89
2026-05-28 13F-HR PUK / Prudential plc - Depositary Receipt Henshaw Capital LLC 14,849 14,849 0.00
2026-05-28 13F-HR MET / MetLife Henshaw Capital LLC 5,662 5,710 0.85
2026-05-28 13F-HR JXN / Jackson Financial Bannerstone Capital Management, LLC 5,684
2026-05-28 13F-HR PUK / Prudential plc - Depositary Receipt Henshaw Capital LLC 13,064 14,849 13.66
2026-05-28 13F-HR PUK / Prudential plc - Depositary Receipt Henshaw Capital LLC 25,272 18,847 -25.42
2026-05-28 13F-HR PUK / Prudential plc - Depositary Receipt Henshaw Capital LLC 13,064 13,064 0.00
2026-05-28 13F-HR AEL / American Equity Investment Life Holding Henshaw Capital LLC 8,675 0 -100.00
2026-05-28 13F-HR PUK / Prudential plc - Depositary Receipt Henshaw Capital LLC 17,767 8,849 -50.19
2026-05-28 13F-HR PUK / Prudential plc - Depositary Receipt Henshaw Capital LLC 15,118 27,779 83.75
2026-05-28 13F-HR PUK / Prudential plc - Depositary Receipt Henshaw Capital LLC 8,849 8,849 0.00
2026-05-28 13F-HR PRU / Prudential Financial Cozad Asset Management Inc 0 2,535
2026-05-28 13F-HR AEL / American Equity Investment Life Holding Henshaw Capital LLC 7,867 7,867 0.00
2026-05-28 13F-HR AEL / American Equity Investment Life Holding Henshaw Capital LLC 7,804 7,867 0.81
2026-05-28 13F-HR AEL / American Equity Investment Life Holding Henshaw Capital LLC 9,933 7,804 -21.43
2026-05-28 13F-HR MET / MetLife Henshaw Capital LLC 5,761 5,814 0.92
2026-05-28 13F-HR PUK / Prudential plc - Depositary Receipt Henshaw Capital LLC 14,849 14,849 0.00
2026-05-28 13F-HR AEL / American Equity Investment Life Holding Henshaw Capital LLC 5,969 0 -100.00
2026-05-28 13F-HR PUK / Prudential plc - Depositary Receipt Henshaw Capital LLC 14,849 14,849 0.00
2026-05-28 13F-HR AEL / American Equity Investment Life Holding Henshaw Capital LLC 5,969 5,969 0.00
2026-05-28 13F-HR BHF / Brighthouse Financial Carlson Capital L P 15,500 22,000 41.94
2026-05-28 13F-HR PUK / Prudential plc - Depositary Receipt Henshaw Capital LLC 14,849 15,118 1.81
2026-05-28 13F-HR PUK / Prudential plc - Depositary Receipt Henshaw Capital LLC 24,902 25,272 1.49
2026-05-28 13F-HR PUK / Prudential plc - Depositary Receipt Henshaw Capital LLC 27,779 24,683 -11.15
2026-05-28 13F-HR AEL / American Equity Investment Life Holding Henshaw Capital LLC 0 5,969
2026-05-28 13F-HR PUK / Prudential plc - Depositary Receipt Henshaw Capital LLC 27,779 27,779 0.00
2026-05-28 13F-HR PUK / Prudential plc - Depositary Receipt Henshaw Capital LLC 15,118 15,118 0.00
2026-05-28 13F-HR AEL / American Equity Investment Life Holding Henshaw Capital LLC 7,867 7,867 0.00
2026-05-28 13F-HR PUK / Prudential plc - Depositary Receipt Henshaw Capital LLC 14,849 14,849 0.00
2026-05-28 13F-HR MET / MetLife Henshaw Capital LLC 5,620 5,662 0.75
2026-05-28 13F-HR MET / MetLife Henshaw Capital LLC 5,814 0 -100.00
2026-05-28 13F-HR AEL / American Equity Investment Life Holding Henshaw Capital LLC 12,886 8,675 -32.68
2026-05-28 13F-HR AEL / American Equity Investment Life Holding Henshaw Capital LLC 5,969 5,969 0.00
2026-05-27 13F-HR PRU / Prudential Financial Allen Capital Group, LLC 2,089 0 -100.00
2026-05-27 13F-HR/A AAME / Atlantic American Morgan Stanley 1 1 0.00
2026-05-27 13F-HR/A JXN / Jackson Financial Morgan Stanley 1,224,950 1,128,609 -7.86
2026-05-27 13F-HR/A JXN / Jackson Financial Morgan Stanley 1,128,609 1,196,405 6.01
2026-05-27 13F-HR/A PUK / Prudential plc - Depositary Receipt Morgan Stanley 2,869,514 2,716,309 -5.34
2026-05-27 13F-HR/A PFX / Nassau Companies of New York - Preferred Security Morgan Stanley 60,171 57,917 -3.75
2026-05-27 13F-HR/A KYN / Kayne Anderson Energy Infrastructure Fund Morgan Stanley 9,723,496 10,012,270 2.97
2026-05-27 13F-HR/A KYN / Kayne Anderson Energy Infrastructure Fund Morgan Stanley 10,012,270 10,143,636 1.31
2026-05-27 13F-HR/A TYG / Tortoise Energy Infrastructure Morgan Stanley 1,046,171 1,066,951 1.99
2026-05-27 13F-HR MET / MetLife Birmingham Capital Management Co Inc/al 11,508 11,508 0.00
2026-05-27 13F-HR/A TYG / Tortoise Energy Infrastructure Morgan Stanley 1,066,951 1,241,397 16.35
2026-05-27 13F-HR/A BHF / Brighthouse Financial Morgan Stanley 581,188 506,982 -12.77
2026-05-27 13F-HR PRU / Prudential Financial Alpine Woods Capital Investors, Llc 26,327 12,965 -50.75
2026-05-27 13F-HR/A MET / MetLife Morgan Stanley 11,057,801 10,938,865 -1.08
2026-05-27 13F-HR/A PUK / Prudential plc - Depositary Receipt Morgan Stanley 2,716,309 4,866,383 79.15
2026-05-27 13F-HR/A MCI / Barings Corporate Investors Morgan Stanley 189,547 184,937 -2.43
2026-05-27 13F-HR/A MET / MetLife Morgan Stanley 11,361,279 11,057,801 -2.67
2026-05-27 13F-HR/A MCI / Barings Corporate Investors Morgan Stanley 184,937 181,313 -1.96
2026-05-27 13F-HR MET / MetLife Alpine Woods Capital Investors, Llc 0 55,498
2026-05-27 13F-HR/A PFX / Nassau Companies of New York - Preferred Security Morgan Stanley 57,917 55,406 -4.34
2026-05-27 13F-HR/A AAME / Atlantic American Morgan Stanley 1 1 0.00
2026-05-27 13F-HR/A PRU / Prudential Financial Morgan Stanley 6,466,765 6,229,121 -3.67
2026-05-27 13F-HR/A PRU / Prudential Financial Morgan Stanley 6,229,121 6,649,202 6.74
2026-05-27 13F-HR/A BHF / Brighthouse Financial Morgan Stanley 506,982 1,264,992 149.51
2026-05-27 13F-HR GL / Globe Life Security Financial Services, INC. 2,560 0 -100.00
2026-05-27 13F-HR/A FG / F&G Annuities & Life Morgan Stanley 155,532 126,510 -18.66
2026-05-27 13F-HR/A CRBG / Corebridge Financial Morgan Stanley 1,067,036 1,062,681 -0.41
2026-05-27 13F-HR/A PRI / Primerica Morgan Stanley 180,187 184,518 2.40
2026-05-27 13F-HR/A FG / F&G Annuities & Life Morgan Stanley 126,510 382,431 202.29
2026-05-27 13F-HR/A MFC / Manulife Financial Morgan Stanley 14,975,769 10,246,660 -31.58
2026-05-27 13F-HR/A MFC / Manulife Financial Morgan Stanley 10,246,660 10,175,194 -0.70
2026-05-27 13F-HR/A CIA / Citizens Morgan Stanley 35,497 58,360 64.41
2026-05-27 13F-HR GNW / Genworth Financial Allen Capital Group, LLC 10,473 0 -100.00
2026-05-27 13F-HR/A CRBG / Corebridge Financial Morgan Stanley 1,062,681 2,268,699 113.49
2026-05-27 13F-HR GL / Globe Life Birmingham Capital Management Co Inc/al 3,150 3,150 0.00
2026-05-27 13F-HR/A LNC / Lincoln National Morgan Stanley 3,903,876 4,237,638 8.55
2026-05-27 13F-HR/A CIA / Citizens Morgan Stanley 60,032 35,497 -40.87
2026-05-27 13F-HR/A GNW / Genworth Financial Morgan Stanley 4,110,276 4,693,839 14.20
2026-05-27 13F-HR/A AEG / Aegon - Depositary Receipt Morgan Stanley 13,851,290 13,131,922 -5.19
2026-05-27 13F-HR/A VOYA / Voya Financial Morgan Stanley 1,603,192 1,567,155 -2.25
2026-05-27 13F-HR/A GNW / Genworth Financial Morgan Stanley 4,904,242 4,110,276 -16.19
2026-05-27 13F-HR/A PRI / Primerica Morgan Stanley 184,518 223,841 21.31
2026-05-27 13F-HR/A RGA / Reinsurance Group of America Morgan Stanley 1,243,319 1,166,567 -6.17
2026-05-27 13F-HR/A AEG / Aegon - Depositary Receipt Morgan Stanley 12,630,234 13,851,290 9.67
2026-05-27 13F-HR/A VOYA / Voya Financial Morgan Stanley 1,567,155 1,653,993 5.54
2026-05-27 13F-HR/A 0VJA / Sun Life Financial Morgan Stanley 2,117,874 3,952,646 86.63
2026-05-27 13F-HR/A LNC / Lincoln National Morgan Stanley 4,237,638 4,062,903 -4.12
2026-05-27 13F-HR/A 0VJA / Sun Life Financial Morgan Stanley 2,203,935 2,117,874 -3.90
2026-05-27 13F-HR LNC / Lincoln National Birmingham Capital Management Co Inc/al 31,600 0 -100.00
2026-05-27 13F-HR LNC / Lincoln National Security Financial Services, INC. 8,998 9,019 0.23
2026-05-27 13F-HR/A GL / Globe Life Morgan Stanley 1,734,690 1,860,257 7.24
2026-05-27 13F-HR PRI / Primerica Alpine Woods Capital Investors, Llc 0 9,643
2026-05-27 13F-HR/A GL / Globe Life Morgan Stanley 1,771,946 1,734,690 -2.10
2026-05-27 13F-HR/A RGA / Reinsurance Group of America Morgan Stanley 1,242,118 1,243,319 0.10
2026-05-26 13F-HR LNC / Lincoln National Summit Financial Wealth Advisors, LLC 5,000 5,792 15.84
2026-05-26 13F-HR MET / MetLife Axiom Investment Management LLC 0 600
2026-05-22 13F-HR KYN / Kayne Anderson Energy Infrastructure Fund WNY Asset Management, LLC 98,939 0 -100.00
2026-05-22 13F-HR MET / MetLife Groupama Asset Managment 730,866 710,543 -2.78
2026-05-22 13F-HR PRU / Prudential Financial Groupama Asset Managment 4,034 6,696 65.99
2026-05-22 13F-HR CRBG / Corebridge Financial Wellington Grp LLC 10
2026-05-22 13F-HR MFC / Manulife Financial Wellington Grp LLC 220
2026-05-22 13F-HR MFC / Manulife Financial Wellington Grp LLC 220 0 -100.00
2026-05-22 13F-HR GL / Globe Life Wellington Grp LLC 1,482
2026-05-22 13F-HR GL / Globe Life Wellington Grp LLC 1,482 1,500 1.21
2026-05-22 13F-HR CRBG / Corebridge Financial Wellington Grp LLC 10 0 -100.00
2026-05-22 13F-HR VOYA / Voya Financial Wellington Grp LLC 198
2026-05-22 13F-HR GL / Globe Life Groupama Asset Managment 0 3,347
2026-05-22 13F-HR VOYA / Voya Financial Wellington Grp LLC 198 0 -100.00
2026-05-22 13F-HR/A MFC / Manulife Financial Summitry Llc 17,881 18,650 4.30
2026-05-22 13F-HR/A GL / Globe Life Wellington Grp LLC 1,482
2026-05-22 13F-HR/A RGA / Reinsurance Group of America Wellington Grp LLC 118
2026-05-22 13F-HR RGA / Reinsurance Group of America Wellington Grp LLC 118 0 -100.00
2026-05-22 13F-HR RGA / Reinsurance Group of America Wellington Grp LLC 118
2026-05-21 13F-HR GL / Globe Life Essential Partners LLC 4,047 4,047 0.00
2026-05-21 13F-HR FG / F&G Annuities & Life Essential Partners LLC 433 19 -95.61
2026-05-21 13F-HR GL / Globe Life Essential Partners LLC 4,047 3,995 -1.28
2026-05-21 13F-HR FG / F&G Annuities & Life Essential Partners LLC 299 433 44.82
2026-05-21 13F-HR FG / F&G Annuities & Life Essential Partners LLC 162
2026-05-21 13F-HR CRBG / Corebridge Financial Vestor Capital, Llc 48,400 2,000 -95.87
2026-05-21 13F-HR CRBG / Corebridge Financial Essential Partners LLC 24,377
2026-05-21 13F-HR CRBG / Corebridge Financial Essential Partners LLC 24,377 25,028 2.67
2026-05-21 13F-HR FG / F&G Annuities & Life Essential Partners LLC 162 299 84.57
2026-05-21 13F-HR CRBG / Corebridge Financial Essential Partners LLC 25,996 14,582 -43.91
2026-05-21 13F-HR CRBG / Corebridge Financial Essential Partners LLC 25,028 25,996 3.87
2026-05-21 13F-HR MFC / Manulife Financial Essential Partners LLC 70 70 0.00
2026-05-21 13F-HR MFC / Manulife Financial Essential Partners LLC 70 70 0.00
2026-05-21 13F-HR MFC / Manulife Financial Essential Partners LLC 70
2026-05-21 13F-HR MFC / Manulife Financial Groupe la Francaise 675
2026-05-21 13F-HR MFC / Manulife Financial Vestor Capital, Llc 411 1,317 220.44
2026-05-21 13F-HR GL / Globe Life CTC Alternative Strategies, Ltd. 1,809 0 -100.00
2026-05-21 13F-HR GL / Globe Life Essential Partners LLC 4,047
2026-05-21 13F-HR CIA / Citizens Essential Partners LLC 4 7 75.00
2026-05-21 13F-HR AEG / Aegon - Depositary Receipt Essential Partners LLC 2,104
2026-05-21 13F-HR GNW / Genworth Financial Essential Partners LLC 53
2026-05-21 13F-HR GNW / Genworth Financial Essential Partners LLC 2,284 400 -82.49
2026-05-21 13F-HR GNW / Genworth Financial Essential Partners LLC 2,004 2,284 13.97
2026-05-21 13F-HR CIA / Citizens Essential Partners LLC 4 4 0.00
2026-05-21 13F-HR CIA / Citizens Essential Partners LLC 4
2026-05-21 13F-HR GNW / Genworth Financial Essential Partners LLC 53 2,004 3,681.13
2026-05-21 13F-HR PRI / Primerica Essential Partners LLC 31 2 -93.55
2026-05-21 13F-HR PRI / Primerica Essential Partners LLC 326 31 -90.49
2026-05-21 13F-HR PRI / Primerica Essential Partners LLC 181 326 80.11
2026-05-21 13F-HR PRI / Primerica Essential Partners LLC 181
2026-05-21 13F-HR VOYA / Voya Financial Essential Partners LLC 1
2026-05-21 13F-HR VOYA / Voya Financial Essential Partners LLC 1 44 4,300.00