SEC Filing Summary: CNO Financial Group, Inc. (13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by CNO Financial Group, Inc., an institutional investment manager. The report covers the quarter ended June 30, 2022, and was signed on August 4, 2022, by John R. Kline, Senior Vice President and Chief Accounting Officer. The report includes holdings for CNO Financial Group, Inc. and one other included manager, 40/86 Advisors, Inc.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the operating financial performance of the manager itself. Key metrics from the filing include:
- Total Value of Reported Holdings: $66,292,000 (reported in thousands).
- Number of Holdings Reported: 6 entries.
- Number of Other Included Managers: 1 (40/86 Advisors, Inc.).
Note: This filing does not provide data on CNO Financial Group's own revenue, profit, cash flow, margins, debt, or liquidity.
Material Changes
The filing text does not provide comparative data for the prior period (March 31, 2022) or detail specific changes in holdings, purchases, or sales. Therefore, material changes versus the prior comparable period cannot be determined from this document.
Guidance, Outlook, and Risks
Form 13F filings are statutory reports of equity holdings and do not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the manager's future performance. The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the specific 6 equity positions held by CNO Financial Group, Inc. and 40/86 Advisors, Inc. in the full schedule of the filing.
- Confirm the total aggregate value of $66.3 million against the sum of individual holdings.
- Check subsequent filings (e.g., for the quarter ended September 30, 2022) to analyze changes in portfolio composition.
- Review CNO Financial Group's own 10-Q or 10-K filings for the company's operational financial health, as this 13F only reflects their investment portfolio.