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 |
|---|---|---|---|---|---|
| 2025-Q2 | 2,459 | 3,722,688,222 | 1.11 | 174,674,009,904,000 | 2.55 |
| 2025-Q1 | 2,472 | 3,681,749,794 | -1.88 | 170,329,381,983,000 | -2.36 |
| 2024-Q4 | 2,482 | 3,752,139,356 | -1.03 | 174,450,650,635,000 | -0.94 |
| 2024-Q3 | 2,332 | 3,791,197,656 | -1.71 | 176,101,039,697,000 | 6.83 |
| 2024-Q2 | 2,325 | 3,857,324,500 | -3.13 | 164,845,572,351,000 | -5.53 |
| 2024-Q1 | 2,337 | 3,982,153,591 | -0.11 | 174,502,176,196,000 | 11.28 |
| 2023-Q4 | 2,302 | 3,986,597,091 | 11.45 | 156,810,777,349,000 | 17.63 |
| 2023-Q3 | 2,133 | 3,577,017,340 | -1.06 | 133,304,846,101,000 | 3.63 |
| 2023-Q2 | 2,138 | 3,615,302,106 | 0.19 | 128,632,677,836,000 | 7.67 |
| 2023-Q1 | 2,126 | 3,608,570,639 | -0.02 | 119,471,876,224,000 | -14.84 |
| 2022-Q4 | 2,245 | 3,609,361,628 | 3.03 | 140,299,242,303,000 | 2,861.87 |
| 2022-Q3 | 2,092 | 3,503,106,128 | 4.02 | 4,736,852,586,000 | 7.65 |
| 2022-Q2 | 2,094 | 3,367,595,136 | -1.12 | 4,400,097,779,000 | -13.98 |
| 2022-Q1 | 2,191 | 3,405,642,204 | -5.54 | 5,115,110,757,000 | 49.68 |
| 2021-Q4 | 2,220 | 3,605,553,846 | -0.59 | 3,417,309,506,000 | 44.33 |
| 2021-Q3 | 2,048 | 3,627,010,777 | 1.19 | 2,367,707,450,000 | -3.18 |
| 2021-Q2 | 2,012 | 3,584,244,094 | -0.70 | 2,445,451,405,000 | 9.58 |
| 2021-Q1 | 2,002 | 3,609,562,381 | -0.33 | 2,231,734,010,000 | 23.86 |
| 2020-Q4 | 1,945 | 3,621,623,022 | -0.79 | 1,801,839,838,000 | 17.37 |
| 2020-Q3 | 1,780 | 3,650,619,881 | -1.98 | 1,535,116,858,000 | 17.04 |
| 2020-Q2 | 1,769 | 3,724,183,549 | -0.88 | 1,311,649,144,000 | 5.71 |
| 2020-Q1 | 1,764 | 3,757,098,322 | -0.05 | 1,240,745,969,000 | -36.91 |
| 2019-Q4 | 1,968 | 3,758,899,631 | 2.83 | 1,966,710,004,000 | 7.46 |
| 2019-Q3 | 1,858 | 3,655,579,595 | -0.86 | 1,830,236,579,000 | -2.44 |
| 2019-Q2 | 1,882 | 3,687,136,312 | -1.32 | 1,876,084,737,000 | 5.67 |
| 2019-Q1 | 1,885 | 3,736,559,518 | -1.27 | 1,775,482,607,000 | 11.51 |
| 2018-Q4 | 1,869 | 3,784,654,633 | -1.09 | 1,592,223,964,000 | -19.89 |
| 2018-Q3 | 1,843 | 3,826,534,303 | 0.40 | 1,987,461,068,000 | 11.67 |
| 2018-Q2 | 1,841 | 3,811,353,327 | -1.45 | 1,779,698,300,000 | -41.38 |
| 2018-Q1 | 1,843 | 3,867,556,664 | 0.43 | 3,035,830,723,000 | 55.04 |
| 2017-Q4 | 1,872 | 3,851,133,492 | -0.90 | 1,958,120,716,000 | 7.41 |
| 2017-Q3 | 1,737 | 3,886,256,437 | 2.53 | 1,823,040,542,000 | 7.88 |
| 2017-Q2 | 1,760 | 3,790,252,228 | -1.17 | 1,689,849,571,000 | 16.77 |
| 2017-Q1 | 1,782 | 3,835,138,254 | -1.11 | 1,447,218,896,000 | 202.56 |
| 2016-Q4 | 1,763 | 3,878,050,823 | 1.14 | 478,320,053,000 | 6.29 |
| 2016-Q3 | 1,617 | 3,834,438,899 | 0.55 | 450,023,010,000 | 0.39 |
| 2016-Q2 | 1,592 | 3,813,314,332 | -1.25 | 448,288,536,000 | -23.47 |
| 2016-Q1 | 1,600 | 3,861,619,854 | -4.51 | 585,776,920,000 | -36.74 |
| 2015-Q4 | 1,691 | 4,044,087,307 | -3.84 | 926,040,626,000 | 106.98 |
| 2015-Q3 | 1,665 | 4,205,511,294 | 1.10 | 447,416,419,000 | -86.16 |
| 2015-Q2 | 1,693 | 4,159,564,677 | 1.03 | 3,233,093,143,000 | 11.63 |
| 2015-Q1 | 1,662 | 4,117,161,593 | 0.00 | 2,896,363,065,000 | 0.00 |
