Position in AFL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,834,176
+$1,158,872 QoQ
Shares Held
66,816
+9.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#285
of 1,684 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026MAI Capital Management holds $26,822,309 across 8 Insurance - Life names. AFL ranks #2 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
95,449 | $8,075,939 | |
| 2 | AFL |
Aflac Inc
This page
|
66,816 | $7,834,176 | |
| 3 | UNM |
Unum Group
|
61,130 | $5,465,021 | |
| 4 | PRU |
Prudential Financial Inc
|
22,867 | $2,468,035 | |
| 5 | GL |
Globe Life Inc.
|
9,535 | $1,703,713 | |
| 6 | MFC |
Manulife Financial Corp
|
17,064 | $691,262 | |
| 7 | PUK |
Prudential PLC
|
12,599 | $337,778 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
4,833 | $246,385 |
All Filings in AFL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,834,176 | 66,816 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,675,304 | 60,845 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,618,625 | 60,022 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,183,561 | 28,501 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,485,298 | 14,084 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,523,970 | 13,706 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,456,124 | 14,077 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,588,789 | 14,211 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,923,022 | 21,532 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,751,801 | 20,403 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,700,985 | 20,618 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,170,821 | 15,255 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $959,610 | 13,748 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $843,082 | 13,067 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $981,981 | 13,650 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $741,334 | 13,191 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $595,627 | 10,765 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $586,850 | 9,114 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $495,789 | 8,491 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $454,729 | 8,723 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $463,729 | 8,642 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $430,167 | 8,405 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $374,081 | 8,412 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $234,639 | 6,455 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||